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 | $145,049 | $202,432-28.3% | $169,368-14.4% | $139,434+4.0% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 13.38% | 531.74%-518.4pp | 405.60%-392.2pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,032 | $4,692-78.0% | $4,013-74.3% | $4,751-78.3% |
| Participant deferral / active EE | $12,639 | $6,938+82.2% | $6,221+103.2% | $6,710+88.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |