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 | $218,811 | $79,449+175.4% | $189,557+15.4% | $85,850+154.9% |
| Participation rate | 30.3% | 66.0%-35.7pp | 78.4%-48.1pp | 69.3%-39.0pp |
| Annual return | 17.73% | 18.45%-0.7pp | 64.17%-46.4pp | 318.53%-300.8pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,253 | $4,051-19.7% | $6,174-47.3% | $3,952-17.7% |
| Admin fee / account holder | $52 | $5,377-99.0% | $9,807-99.5% | $6,260-99.2% |