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 | $203,041 | $152,587+33.1% | $125,175+62.2% | $152,861+32.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 22.89% | 54.84%-32.0pp | 43.79%-20.9pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,763 | $4,946-64.4% | $3,865-54.4% | $4,762-63.0% |
| Participant deferral / active EE | $10,290 | $5,868+75.4% | $4,937+108.4% | $5,850+75.9% |
| Admin fee / account holder | $160 | $13,434-98.8% | $9,702-98.3% | $11,596-98.6% |