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 3-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 | $73,479 | $74,888-1.9% | $71,209+3.2% | $142,382-48.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 23.31% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $4,415 | $2,854+54.7% | $2,721+62.3% | $4,299+2.7% |
| Participant deferral / active EE | $12,120 | $4,454+172.1% | $4,175+190.3% | $6,507+86.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |