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 | $69,197 | $65,561+5.5% | $86,188-19.7% | $75,163-7.9% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 58.97% | 46.05%+12.9pp | 1168.45%-1109.5pp | 160.62%-101.6pp |
| Employer contribution / active EE | $1,262 | $1,553-18.7% | $2,380-47.0% | $2,670-52.7% |
| Participant deferral / active EE | $2,947 | $3,024-2.6% | $3,985-26.1% | $4,125-28.6% |
| Admin fee / account holder | $184 | $5,474-96.6% | $6,852-97.3% | $5,651-96.7% |