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 | $194,901 | $74,888+160.3% | $71,209+173.7% | $142,382+36.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 15.03% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,775 | $2,854-2.8% | $2,721+2.0% | $4,299-35.5% |
| Participant deferral / active EE | $10,738 | $4,454+141.1% | $4,175+157.2% | $6,507+65.0% |
| Admin fee / account holder | $120 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |