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 9-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 | $123,498 | $107,334+15.1% | $92,893+32.9% | $152,861-19.2% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.4%-57.4pp |
| Annual return | 25.35% | 145.58%-120.2pp | 109.41%-84.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,192 | $4,221-71.8% | $3,653-67.4% | $4,762-75.0% |
| Participant deferral / active EE | $2,447 | $4,845-49.5% | $4,236-42.2% | $5,850-58.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |