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 | $161,002 | $88,707+81.5% | $74,183+117.0% | $273,961-41.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 9.17% | 11.94%-2.8pp | 17.74%-8.6pp | 41.45%-32.3pp |
| Employer contribution / active EE | $10,260 | $3,159+224.8% | $2,370+332.9% | $4,869+110.7% |
| Participant deferral / active EE | $8,208 | $4,212+94.9% | $3,550+131.2% | $5,287+55.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |