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 | $226,430 | $106,515+112.6% | $96,683+134.2% | $139,434+62.4% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.35% | 38.43%-21.1pp | 35.69%-18.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,035 | $4,103-26.0% | $3,737-18.8% | $4,751-36.1% |
| Participant deferral / active EE | $7,294 | $5,454+33.7% | $4,878+49.5% | $6,710+8.7% |
| Admin fee / account holder | $17 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |