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 | $213,085 | $114,381+86.3% | $107,525+98.2% | $142,382+49.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 21.73% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,375 | $4,015-15.9% | $3,754-10.1% | $4,299-21.5% |
| Participant deferral / active EE | $12,727 | $5,564+128.7% | $5,116+148.8% | $6,507+95.6% |
| Admin fee / account holder | $202 | $9,860-98.0% | $8,919-97.7% | $12,624-98.4% |