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 | $120,113 | $99,079+21.2% | $77,999+54.0% | $273,961-56.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 14.54% | 217.93%-203.4pp | 425.96%-411.4pp | 41.45%-26.9pp |
| Employer contribution / active EE | $3,121 | $3,308-5.6% | $2,470+26.4% | $4,869-35.9% |
| Participant deferral / active EE | $11,951 | $4,306+177.5% | $3,497+241.8% | $5,287+126.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |