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 | $135,117 | $817,678-83.5% | $392,568-65.6% | $152,861-11.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.1%-28.1pp | 82.4%-32.4pp |
| Annual return | 24.60% | 22.84%+1.8pp | 24.42%+0.2pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,534 | $5,502-53.9% | $3,783-33.0% | $4,762-46.8% |
| Participant deferral / active EE | $5,397 | $8,398-35.7% | $5,985-9.8% | $5,850-7.7% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |