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 | $167,776 | $165,335+1.5% | $149,696+12.1% | $158,922+5.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 10.88% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,043 | $5,103-79.6% | $4,644-77.6% | $4,761-78.1% |
| Participant deferral / active EE | $9,078 | $7,181+26.4% | $6,842+32.7% | $5,982+51.8% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |