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 | $156,449 | $100,773+55.2% | $88,946+75.9% | $142,382+9.9% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 15.32% | 70.18%-54.9pp | 57.82%-42.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,521 | $2,918-13.6% | $2,555-1.3% | $4,299-41.4% |
| Participant deferral / active EE | $8,912 | $5,230+70.4% | $4,581+94.5% | $6,507+37.0% |
| Admin fee / account holder | $12 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |