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 8-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 | $76,261 | $209,411-63.6% | $178,490-57.3% | $158,922-52.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 37.15% | 188.75%-151.6pp | 151.07%-113.9pp | 302.83%-265.7pp |
| Employer contribution / active EE | $2,808 | $5,706-50.8% | $5,011-44.0% | $4,761-41.0% |
| Participant deferral / active EE | $10,090 | $5,954+69.5% | $5,202+94.0% | $5,982+68.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |