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 | $177,978 | $118,680+50.0% | $98,907+79.9% | $158,922+12.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 12.91% | 372.35%-359.4pp | 196.43%-183.5pp | 302.83%-289.9pp |
| Employer contribution / active EE | $865 | $3,333-74.0% | $2,689-67.8% | $4,761-81.8% |
| Participant deferral / active EE | $2,928 | $5,088-42.4% | $4,244-31.0% | $5,982-51.1% |
| Admin fee / account holder | $104 | $10,131-99.0% | $6,642-98.4% | $11,246-99.1% |