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 6-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 | $93,065 | $95,561-2.6% | $77,163+20.6% | $139,434-33.3% |
| Participation rate | 37.5% | 73.9%-36.4pp | 69.6%-32.1pp | 80.3%-42.8pp |
| Annual return | 25.86% | 54.92%-29.1pp | 37.87%-12.0pp | 372.94%-347.1pp |
| Employer contribution / active EE | $1,023 | $3,147-67.5% | $2,535-59.6% | $4,751-78.5% |
| Participant deferral / active EE | $16,272 | $4,624+251.9% | $3,833+324.5% | $6,710+142.5% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |