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 7-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 | $78,000 | $100,773-22.6% | $88,946-12.3% | $142,382-45.2% |
| Participation rate | 54.5% | 74.3%-19.7pp | 68.8%-14.3pp | 80.1%-25.6pp |
| Annual return | 18.74% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,527 | $2,918-13.4% | $2,555-1.1% | $4,299-41.2% |
| Participant deferral / active EE | $7,950 | $5,230+52.0% | $4,581+73.5% | $6,507+22.2% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |