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 | $106,107 | $99,020+7.2% | $86,590+22.5% | $147,584-28.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 21.69% | 1312.34%-1290.6pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $630 | $3,132-79.9% | $2,839-77.8% | $4,876-87.1% |
| Participant deferral / active EE | $6,006 | $3,972+51.2% | $3,609+66.4% | $5,439+10.4% |
| Admin fee / account holder | -$279 | $5,710-104.9% | $4,906-105.7% | $10,885-102.6% |