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 | $152,167 | $165,984-8.3% | $164,813-7.7% | $145,922+4.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 13.89% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,000 | $5,273-62.1% | $4,341-53.9% | $4,660-57.1% |
| Participant deferral / active EE | $3,363 | $6,959-51.7% | $6,031-44.3% | $6,688-49.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |