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 | $140,152 | $127,777+9.7% | $106,548+31.5% | $167,490-16.3% |
| Participation rate | 60.0% | 78.3%-18.3pp | 76.1%-16.1pp | 82.1%-22.1pp |
| Annual return | 17.44% | 33.87%-16.4pp | 26.80%-9.4pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,377 | $3,427+27.7% | $2,819+55.3% | $4,837-9.5% |
| Participant deferral / active EE | $6,802 | $5,087+33.7% | $4,398+54.7% | $6,341+7.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |