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 | $106,237 | $158,398-32.9% | $126,539-16.0% | $142,382-25.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 69.8%-9.8pp | 80.1%-20.1pp |
| Annual return | 17.55% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,200 | $4,650-31.2% | $3,674-12.9% | $4,299-25.6% |
| Participant deferral / active EE | $7,535 | $4,767+58.1% | $4,083+84.6% | $6,507+15.8% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |