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 | $247,626 | $165,984+49.2% | $164,813+50.2% | $145,922+69.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 20.61% | 100.03%-79.4pp | 69.93%-49.3pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,004 | $5,273-62.0% | $4,341-53.8% | $4,660-57.0% |
| Participant deferral / active EE | $5,857 | $6,959-15.8% | $6,031-2.9% | $6,688-12.4% |
| Admin fee / account holder | $28 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |