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 | $207,747 | $165,984+25.2% | $164,813+26.1% | $145,922+42.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 15.78% | 100.03%-84.3pp | 69.93%-54.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,528 | $5,273-33.1% | $4,341-18.7% | $4,660-24.3% |
| Participant deferral / active EE | $8,498 | $6,959+22.1% | $6,031+40.9% | $6,688+27.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |