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 | $172,219 | $175,202-1.7% | $149,673+15.1% | $139,434+23.5% |
| Participation rate | 52.6% | 83.4%-30.7pp | 78.8%-26.1pp | 80.3%-27.7pp |
| Annual return | 23.17% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,662 | $5,474-69.6% | $4,818-65.5% | $4,751-65.0% |
| Participant deferral / active EE | $4,568 | $6,519-29.9% | $5,680-19.6% | $6,710-31.9% |
| Admin fee / account holder | $69 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |