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 | $144,507 | $100,773+43.4% | $88,946+62.5% | $142,382+1.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 14.43% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,273 | $2,918-56.4% | $2,555-50.2% | $4,299-70.4% |
| Participant deferral / active EE | $4,824 | $5,230-7.8% | $4,581+5.3% | $6,507-25.9% |
| Admin fee / account holder | $5 | $9,693-99.9% | $8,261-99.9% | $12,624-100.0% |