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 3-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 | $143,007 | $61,774+131.5% | $97,226+47.1% | $80,856+76.9% |
| Participation rate | 55.2% | 63.5%-8.3pp | 72.7%-17.5pp | 67.6%-12.5pp |
| Annual return | 12.12% | -557.90%+570.0pp | 75.13%-63.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,148 | $1,837-37.5% | $2,729-57.9% | $2,755-58.3% |
| Participant deferral / active EE | $2,230 | $3,029-26.4% | $4,264-47.7% | $4,296-48.1% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |