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 | $139,218 | $165,335-15.8% | $149,696-7.0% | $158,922-12.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 33.62% | 348.15%-314.5pp | 276.60%-243.0pp | 302.83%-269.2pp |
| Employer contribution / active EE | $11,444 | $5,103+124.3% | $4,644+146.4% | $4,761+140.4% |
| Participant deferral / active EE | $3,257 | $7,181-54.6% | $6,842-52.4% | $5,982-45.5% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |