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 | $89,288 | $177,572-49.7% | $154,803-42.3% | $142,382-37.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 15.06% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,370 | $4,810+32.4% | $4,305+48.0% | $4,299+48.2% |
| Participant deferral / active EE | $3,433 | $6,272-45.3% | $5,540-38.0% | $6,507-47.2% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |