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 | $169,027 | $127,065+33.0% | $113,168+49.4% | $142,382+18.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 15.99% | 24.03%-8.0pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,706 | $3,442-50.5% | $2,975-42.7% | $4,299-60.3% |
| Participant deferral / active EE | $7,468 | $5,716+30.6% | $5,107+46.2% | $6,507+14.8% |
| Admin fee / account holder | $14 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |