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 | $63,196 | $65,561-3.6% | $86,188-26.7% | $75,163-15.9% |
| Participation rate | 53.3% | 60.5%-7.2pp | 69.0%-15.6pp | 67.2%-13.9pp |
| Annual return | 21.81% | 46.05%-24.2pp | 1168.45%-1146.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,908 | $1,553+22.9% | $2,380-19.8% | $2,670-28.5% |
| Participant deferral / active EE | $3,524 | $3,024+16.5% | $3,985-11.6% | $4,125-14.6% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |