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 5-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 | $148,450 | $133,922+10.8% | $116,228+27.7% | $142,382+4.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 27.61% | 147.76%-120.2pp | 90.06%-62.4pp | 217.08%-189.5pp |
| Employer contribution / active EE | $10,500 | $3,446+204.7% | $2,994+250.6% | $4,299+144.2% |
| Participant deferral / active EE | $15,500 | $5,672+173.3% | $4,953+212.9% | $6,507+138.2% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |