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 | $114,030 | $175,202-34.9% | $149,673-23.8% | $139,434-18.2% |
| Participation rate | 58.3% | 83.4%-25.0pp | 78.8%-20.4pp | 80.3%-22.0pp |
| Annual return | 13.37% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,294 | $5,474-58.1% | $4,818-52.4% | $4,751-51.7% |
| Participant deferral / active EE | $6,448 | $6,519-1.1% | $5,680+13.5% | $6,710-3.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |