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 | $148,093 | $100,041+48.0% | $149,718-1.1% | $70,131+111.2% |
| Participation rate | 53.3% | 83.6%-30.3pp | 87.1%-33.7pp | 69.5%-16.2pp |
| Annual return | 19.33% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,523 | $3,662-58.4% | $5,445-72.0% | $2,342-35.0% |
| Participant deferral / active EE | $3,885 | $4,983-22.0% | $6,569-40.9% | $3,332+16.6% |
| Admin fee / account holder | $241 | $8,286-97.1% | $11,283-97.9% | $4,645-94.8% |