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 | $233,800 | $176,056+32.8% | $159,436+46.6% | $167,490+39.6% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 20.79% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,066 | $5,297-79.9% | $4,829-77.9% | $4,837-78.0% |
| Participant deferral / active EE | $5,555 | $7,750-28.3% | $7,352-24.4% | $6,341-12.4% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |