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 | $139,908 | $113,339+23.4% | $94,993+47.3% | $147,584-5.2% |
| Participation rate | 52.9% | 78.0%-25.0pp | 73.9%-20.9pp | 82.8%-29.9pp |
| Annual return | 19.78% | 20.77%-1.0pp | 27.12%-7.3pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,409 | $3,160-55.4% | $2,603-45.9% | $4,876-71.1% |
| Participant deferral / active EE | $4,472 | $3,777+18.4% | $3,317+34.8% | $5,439-17.8% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |