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 | $212,982 | $177,572+19.9% | $154,803+37.6% | $142,382+49.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 13.34% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,438 | $4,810-70.1% | $4,305-66.6% | $4,299-66.5% |
| Participant deferral / active EE | $9,748 | $6,272+55.4% | $5,540+75.9% | $6,507+49.8% |
| Admin fee / account holder | $2 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |