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 | $178,745 | $142,405+25.5% | $115,157+55.2% | $152,861+16.9% |
| Participation rate | 44.4% | 82.4%-37.9pp | 75.9%-31.5pp | 82.4%-38.0pp |
| Annual return | 23.98% | 41.48%-17.5pp | 35.60%-11.6pp | 345.32%-321.3pp |
| Employer contribution / active EE | $979 | $4,010-75.6% | $3,179-69.2% | $4,762-79.4% |
| Participant deferral / active EE | $5,772 | $5,164+11.8% | $4,168+38.5% | $5,850-1.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |