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 | $226,945 | $209,411+8.4% | $178,490+27.1% | $158,922+42.8% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 23.14% | 188.75%-165.6pp | 151.07%-127.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,365 | $5,706-76.1% | $5,011-72.8% | $4,761-71.3% |
| Participant deferral / active EE | $4,225 | $5,954-29.0% | $5,202-18.8% | $5,982-29.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |