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 | $212,284 | $117,841+80.1% | $102,423+107.3% | $145,922+45.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.35% | 31.65%-13.3pp | 29.32%-11.0pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,955 | $3,615-45.9% | $3,023-35.4% | $4,660-58.1% |
| Participant deferral / active EE | $2,873 | $5,731-49.9% | $5,053-43.1% | $6,688-57.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |