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 | $120,611 | $185,822-35.1% | $169,993-29.0% | $139,434-13.5% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 15.18% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,830 | $7,590-75.9% | $6,785-73.0% | $4,751-61.5% |
| Participant deferral / active EE | $8,986 | $11,622-22.7% | $10,408-13.7% | $6,710+33.9% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |