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 | $150,831 | $127,264+18.5% | $109,895+37.3% | $167,490-9.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 15.56% | 22.97%-7.4pp | 29.45%-13.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,811 | $3,322-45.5% | $2,842-36.3% | $4,837-62.6% |
| Participant deferral / active EE | $5,114 | $4,514+13.3% | $4,048+26.3% | $6,341-19.3% |
| Admin fee / account holder | $5 | $7,114-99.9% | $6,066-99.9% | $12,309-100.0% |