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 | $110,146 | $116,175-5.2% | $93,606+17.7% | $152,861-27.9% |
| Participation rate | 63.6% | 78.0%-14.4pp | 75.8%-12.2pp | 82.4%-18.8pp |
| Annual return | 25.15% | 35.96%-10.8pp | 32.76%-7.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,089 | $3,218-35.1% | $2,718-23.1% | $4,762-56.1% |
| Participant deferral / active EE | $5,000 | $4,603+8.6% | $4,069+22.9% | $5,850-14.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |