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 | $131,722 | $95,862+37.4% | $79,550+65.6% | $134,475-2.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | 33.93% | -2.69%+36.6pp | 0.16%+33.8pp | 417.96%-384.0pp |
| Employer contribution / active EE | $715 | $3,128-77.1% | $2,413-70.4% | $4,740-84.9% |
| Participant deferral / active EE | $2,132 | $4,693-54.6% | $3,985-46.5% | $6,400-66.7% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |