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 | $198,323 | $148,534+33.5% | $135,903+45.9% | $139,434+42.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 26.68% | 79.19%-52.5pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $2,022 | $5,243-61.4% | $4,856-58.4% | $4,751-57.4% |
| Participant deferral / active EE | $3,846 | $8,100-52.5% | $7,758-50.4% | $6,710-42.7% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |