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 | $199,678 | $105,126+89.9% | $94,646+111.0% | $139,434+43.2% |
| Participation rate | 20.0% | 82.4%-62.4pp | 80.8%-60.8pp | 80.3%-60.3pp |
| Annual return | 17.49% | 38.03%-20.5pp | 156.71%-139.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,918 | $7,599-61.6% | $7,418-60.7% | $6,710-56.5% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |