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 | $162,482 | $159,901+1.6% | $146,958+10.6% | $145,922+11.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 32.59% | 98.13%-65.5pp | 418.34%-385.7pp | 561.29%-528.7pp |
| Employer contribution / active EE | $4,044 | $5,286-23.5% | $4,933-18.0% | $4,660-13.2% |
| Participant deferral / active EE | $5,632 | $8,428-33.2% | $8,070-30.2% | $6,688-15.8% |
| Admin fee / account holder | $45 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |