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 | $139,390 | $144,119-3.3% | $117,854+18.3% | $147,584-5.6% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 15.79% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,809 | $4,896-63.0% | $3,786-52.2% | $4,876-62.9% |
| Participant deferral / active EE | $9,449 | $5,316+77.8% | $4,482+110.8% | $5,439+73.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |