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 | $121,080 | $113,339+6.8% | $94,993+27.5% | $147,584-18.0% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 20.40% | 20.77%-0.4pp | 27.12%-6.7pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,623 | $3,160-17.0% | $2,603+0.8% | $4,876-46.2% |
| Participant deferral / active EE | $5,675 | $3,777+50.3% | $3,317+71.1% | $5,439+4.3% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |