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 | $84,166 | $70,756+19.0% | $65,493+28.5% | $142,382-40.9% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 20.18% | 1754.89%-1734.7pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,146 | $2,881+9.2% | $2,574+22.2% | $4,299-26.8% |
| Participant deferral / active EE | $4,716 | $4,637+1.7% | $3,961+19.1% | $6,507-27.5% |
| Admin fee / account holder | $30 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |