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 | $178,443 | $104,251+71.2% | $91,001+96.1% | $147,584+20.9% |
| Participation rate | 52.9% | 78.2%-25.3pp | 75.6%-22.7pp | 82.8%-29.9pp |
| Annual return | 19.64% | 27.06%-7.4pp | 4.60%+15.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $929 | $3,116-70.2% | $2,456-62.1% | $4,876-80.9% |
| Participant deferral / active EE | $2,826 | $4,195-32.6% | $3,547-20.3% | $5,439-48.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |