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 | $101,512 | $99,877+1.6% | $84,966+19.5% | $145,922-30.4% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 10.19% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $576 | $3,231-82.2% | $2,727-78.9% | $4,660-87.6% |
| Participant deferral / active EE | $3,242 | $5,291-38.7% | $4,519-28.3% | $6,688-51.5% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |