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 10-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 | $136,338 | $96,635+41.1% | $86,612+57.4% | $139,434-2.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 13.79% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,655 | $3,263-18.6% | $3,022-12.2% | $4,751-44.1% |
| Participant deferral / active EE | $10,631 | $4,836+119.8% | $4,438+139.6% | $6,710+58.4% |
| Admin fee / account holder | $24 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |