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 | $220,345 | $183,519+20.1% | $155,509+41.7% | $145,922+51.0% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 11.80% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,266 | $5,313-76.2% | $4,672-72.9% | $4,660-72.8% |
| Participant deferral / active EE | $3,907 | $6,462-39.5% | $5,626-30.6% | $6,688-41.6% |
| Admin fee / account holder | $85 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |