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 | $95,915 | $156,846-38.8% | $121,098-20.8% | $139,434-31.2% |
| Participation rate | 45.5% | 76.4%-31.0pp | 69.5%-24.0pp | 80.3%-34.9pp |
| Annual return | 23.44% | 1474.56%-1451.1pp | 985.75%-962.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,130 | $5,536-43.5% | $4,164-24.8% | $4,751-34.1% |
| Participant deferral / active EE | $6,274 | $4,844+29.5% | $4,080+53.8% | $6,710-6.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |