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 | $164,987 | $117,983+39.8% | $101,794+62.1% | $142,382+15.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 11.39% | 36.92%-25.5pp | 30.53%-19.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,577 | $2,773-43.1% | $2,289-31.1% | $4,299-63.3% |
| Participant deferral / active EE | $3,321 | $4,714-29.5% | $4,084-18.7% | $6,507-49.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |