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 | $175,795 | $228,332-23.0% | $185,823-5.4% | $158,922+10.6% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 15.93% | 40.80%-24.9pp | 35.95%-20.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $5,416 | $4,967+9.0% | $4,087+32.5% | $4,761+13.8% |
| Participant deferral / active EE | $12,708 | $6,415+98.1% | $5,632+125.6% | $5,982+112.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |