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 | $158,061 | $112,096+41.0% | $95,952+64.7% | $158,922-0.5% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 9.25% | 171.09%-161.8pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $1,225 | $3,198-61.7% | $2,541-51.8% | $4,761-74.3% |
| Participant deferral / active EE | $5,306 | $4,784+10.9% | $4,167+27.3% | $5,982-11.3% |
| Admin fee / account holder | -$305 | $10,130-103.0% | $6,795-104.5% | $11,246-102.7% |