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 | $176,786 | $192,717-8.3% | $142,449+24.1% | $139,434+26.8% |
| Participation rate | 60.0% | 81.5%-21.5pp | 76.8%-16.8pp | 80.3%-20.3pp |
| Annual return | 23.10% | 17.99%+5.1pp | 19.99%+3.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,890 | $5,806-67.5% | $4,847-61.0% | $4,751-60.2% |
| Participant deferral / active EE | $2,786 | $7,208-61.3% | $6,283-55.7% | $6,710-58.5% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |