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 | $236,397 | $117,983+100.4% | $101,794+132.2% | $142,382+66.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 12.31% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,083 | $2,773-24.9% | $2,289-9.0% | $4,299-51.6% |
| Participant deferral / active EE | $10,214 | $4,714+116.7% | $4,084+150.1% | $6,507+57.0% |
| Admin fee / account holder | $291 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |