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 | $159,934 | $149,734+6.8% | $118,925+34.5% | $158,922+0.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 17.55% | 19.95%-2.4pp | 35.88%-18.3pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,003 | $4,115-51.3% | $3,263-38.6% | $4,761-57.9% |
| Participant deferral / active EE | $7,918 | $5,223+51.6% | $4,265+85.7% | $5,982+32.4% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |