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 | $112,987 | $102,317+10.4% | $146,958-23.1% | $80,856+39.7% |
| Participation rate | 49.0% | 75.8%-26.9pp | 82.2%-33.2pp | 67.6%-18.7pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,497 | $3,713-59.7% | $4,933-69.6% | $2,755-45.7% |
| Participant deferral / active EE | $3,149 | $6,644-52.6% | $8,070-61.0% | $4,296-26.7% |
| Admin fee / account holder | $273 | $7,941-96.6% | $12,998-97.9% | $6,918-96.0% |