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 | $96,950 | $74,888+29.5% | $71,209+36.1% | $142,382-31.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 21.26% | 345.14%-323.9pp | 282.51%-261.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,077 | $2,854+7.8% | $2,721+13.1% | $4,299-28.4% |
| Participant deferral / active EE | $24,896 | $4,454+458.9% | $4,175+496.3% | $6,507+282.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |