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 7-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 | $154,754 | $138,044+12.1% | $125,339+23.5% | $134,475+15.1% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | 17.01% | 750.33%-733.3pp | 572.05%-555.0pp | 417.96%-400.9pp |
| Employer contribution / active EE | $3,319 | $5,243-36.7% | $4,814-31.0% | $4,740-30.0% |
| Participant deferral / active EE | $8,798 | $7,799+12.8% | $7,446+18.2% | $6,400+37.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |