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 | $77,637 | $118,680-34.6% | $98,907-21.5% | $158,922-51.1% |
| Participation rate | 52.6% | 77.8%-25.2pp | 76.0%-23.4pp | 82.0%-29.3pp |
| Annual return | 17.32% | 372.35%-355.0pp | 196.43%-179.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,299 | $3,333-1.0% | $2,689+22.7% | $4,761-30.7% |
| Participant deferral / active EE | $3,111 | $5,088-38.8% | $4,244-26.7% | $5,982-48.0% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |