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 | $173,296 | $106,515+62.7% | $96,683+79.2% | $139,434+24.3% |
| Participation rate | 52.9% | 77.8%-24.9pp | 74.3%-21.4pp | 80.3%-27.4pp |
| Annual return | 15.76% | 38.43%-22.7pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,235 | $4,103-45.5% | $3,737-40.2% | $4,751-53.0% |
| Participant deferral / active EE | $4,598 | $5,454-15.7% | $4,878-5.7% | $6,710-31.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |