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 | $133,859 | $102,966+30.0% | $90,281+48.3% | $152,861-12.4% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 31.06% | 95.16%-64.1pp | 78.10%-47.0pp | 345.32%-314.3pp |
| Employer contribution / active EE | $2,581 | $3,139-17.8% | $2,854-9.6% | $4,762-45.8% |
| Participant deferral / active EE | $5,329 | $4,281+24.5% | $3,885+37.2% | $5,850-8.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |