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 | $125,547 | $99,985+25.6% | $146,665-14.4% | $85,850+46.2% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | 14.99% | 18.93%-3.9pp | 22.74%-7.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,131 | $2,559-16.7% | $4,136-48.5% | $2,565-16.9% |
| Participant deferral / active EE | $6,133 | $4,006+53.1% | $5,506+11.4% | $3,952+55.2% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |