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 | $203,510 | $124,281+63.8% | $109,143+86.5% | $167,490+21.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 20.93% | 26.04%-5.1pp | 25.75%-4.8pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,839 | $4,207-56.3% | $3,722-50.6% | $4,837-62.0% |
| Participant deferral / active EE | $4,862 | $5,255-7.5% | $4,653+4.5% | $6,341-23.3% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.7% | $12,309-99.9% |