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 | $164,477 | $72,012+128.4% | $185,823-11.5% | $79,858+106.0% |
| Participation rate | 56.0% | 65.8%-9.8pp | 78.0%-22.0pp | 69.6%-13.6pp |
| Annual return | 17.92% | 23.12%-5.2pp | 35.95%-18.0pp | 31.71%-13.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,401 | $3,779+42.9% | $5,632-4.1% | $3,740+44.4% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,500-100.0% | $5,306-100.0% |