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 | $243,201 | $209,411+16.1% | $178,490+36.3% | $158,922+53.0% |
| Participation rate | 47.6% | 86.3%-38.7pp | 81.9%-34.3pp | 82.0%-34.3pp |
| Annual return | 13.86% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,904 | $5,954-17.6% | $5,202-5.7% | $5,982-18.0% |
| Admin fee / account holder | $154 | $17,074-99.1% | $13,984-98.9% | $11,246-98.6% |