See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,752 | $111,724+20.6% | $93,606+44.0% | $145,922-7.7% |
| Participation rate | 17.6% | 74.2%-56.6pp | 68.7%-51.1pp | 80.3%-62.6pp |
| Annual return | 12.94% | 202.98%-190.0pp | 133.20%-120.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $712 | $3,090-76.9% | $2,420-70.6% | $4,660-84.7% |
| Participant deferral / active EE | $4,941 | $4,912+0.6% | $4,411+12.0% | $6,688-26.1% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |