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 | $155,607 | $81,248+91.5% | $155,509+0.1% | $80,856+92.4% |
| Participation rate | 67.7% | 66.2%+1.5pp | 78.2%-10.4pp | 67.6%+0.1pp |
| Annual return | 20.63% | 33.31%-12.7pp | 64.67%-44.0pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,063 | $3,100-65.7% | $4,672-77.3% | $2,755-61.4% |
| Participant deferral / active EE | $4,236 | $3,452+22.7% | $5,626-24.7% | $4,296-1.4% |
| Admin fee / account holder | $122 | $7,997-98.5% | $15,912-99.2% | $6,918-98.2% |