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 | $111,095 | $116,175-4.4% | $93,606+18.7% | $152,861-27.3% |
| Participation rate | 62.5% | 78.0%-15.5pp | 75.8%-13.3pp | 82.4%-19.9pp |
| Annual return | 82.68% | 35.96%+46.7pp | 32.76%+49.9pp | 345.32%-262.6pp |
| Employer contribution / active EE | $1,960 | $3,218-39.1% | $2,718-27.9% | $4,762-58.9% |
| Participant deferral / active EE | $4,027 | $4,603-12.5% | $4,069-1.0% | $5,850-31.2% |
| Admin fee / account holder | $30 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |