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 | $84,481 | $116,175-27.3% | $93,606-9.7% | $152,861-44.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 26.87% | 35.96%-9.1pp | 32.76%-5.9pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,555 | $3,218+10.5% | $2,718+30.8% | $4,762-25.4% |
| Participant deferral / active EE | $3,932 | $4,603-14.6% | $4,069-3.4% | $5,850-32.8% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |