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 | $160,216 | $232,540-31.1% | $185,117-13.5% | $147,584+8.6% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 17.02% | 43.03%-26.0pp | 40.50%-23.5pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,391 | $5,195-54.0% | $4,182-42.8% | $4,876-51.0% |
| Participant deferral / active EE | $7,000 | $5,834+20.0% | $5,045+38.8% | $5,439+28.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |