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 | $180,777 | $168,632+7.2% | $147,614+22.5% | $125,391+44.2% |
| Participation rate | 41.2% | 88.8%-47.6pp | 84.6%-43.4pp | 83.2%-42.0pp |
| Annual return | 1.37% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,968 | $6,252-68.5% | $5,564-64.6% | $4,866-59.6% |
| Participant deferral / active EE | $2,680 | $5,507-51.3% | $4,895-45.2% | $5,352-49.9% |
| Admin fee / account holder | $188 | $13,580-98.6% | $11,611-98.4% | $9,540-98.0% |