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 | $188,015 | $124,281+51.3% | $109,143+72.3% | $167,490+12.3% |
| Participation rate | 26.1% | 79.4%-53.4pp | 75.9%-49.8pp | 82.1%-56.0pp |
| Annual return | 14.95% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,485 | $5,255-52.7% | $4,653-46.6% | $6,341-60.8% |
| Admin fee / account holder | $285 | $7,970-96.4% | $6,752-95.8% | $12,309-97.7% |