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 | $218,880 | $148,534+47.4% | $135,903+61.1% | $139,434+57.0% |
| Participation rate | 53.8% | 83.9%-30.0pp | 81.9%-28.1pp | 80.3%-26.5pp |
| Annual return | 19.79% | 79.19%-59.4pp | 68.23%-48.4pp | 372.94%-353.2pp |
| Employer contribution / active EE | $2,442 | $5,243-53.4% | $4,856-49.7% | $4,751-48.6% |
| Participant deferral / active EE | $6,773 | $8,100-16.4% | $7,758-12.7% | $6,710+0.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |