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 | $157,486 | $227,553-30.8% | $189,557-16.9% | $167,490-6.0% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.4%-15.9pp | 82.1%-19.6pp |
| Annual return | 10.63% | 78.40%-67.8pp | 64.17%-53.5pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,900 | $5,316-26.6% | $4,412-11.6% | $4,837-19.4% |
| Participant deferral / active EE | $3,900 | $7,002-44.3% | $6,174-36.8% | $6,341-38.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |