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 | $110,891 | $107,452+3.2% | $91,541+21.1% | $142,382-22.1% |
| Participation rate | 12.5% | 75.1%-62.6pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 13.17% | 22.06%-8.9pp | 20.50%-7.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,635 | $4,754-23.5% | $4,008-9.3% | $6,507-44.1% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |