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 | $161,162 | $115,770+39.2% | $101,248+59.2% | $158,922+1.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.13% | 56.14%-42.0pp | 46.47%-32.3pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,640 | $4,175-60.7% | $3,660-55.2% | $4,761-65.5% |
| Participant deferral / active EE | $4,391 | $4,957-11.4% | $4,370+0.5% | $5,982-26.6% |
| Admin fee / account holder | $9 | $7,245-99.9% | $5,945-99.9% | $11,246-99.9% |