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 | $175,707 | $214,378-18.0% | $200,582-12.4% | $142,382+23.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 86.9%-17.7pp | 80.1%-10.9pp |
| Annual return | 20.45% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $9,240 | $6,841+35.1% | $6,419+43.9% | $4,299+114.9% |
| Participant deferral / active EE | $5,454 | $9,865-44.7% | $9,331-41.6% | $6,507-16.2% |
| Admin fee / account holder | $76 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |