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 | $120,346 | $118,680+1.4% | $98,907+21.7% | $158,922-24.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 23.99% | 372.35%-348.4pp | 196.43%-172.4pp | 302.83%-278.8pp |
| Employer contribution / active EE | $3,188 | $3,333-4.4% | $2,689+18.5% | $4,761-33.1% |
| Participant deferral / active EE | $9,750 | $5,088+91.6% | $4,244+129.7% | $5,982+63.0% |
| Admin fee / account holder | $149 | $10,131-98.5% | $6,642-97.8% | $11,246-98.7% |