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 | $247,744 | $80,717+206.9% | $154,803+60.0% | $84,808+192.1% |
| Participation rate | 52.0% | 66.8%-14.8pp | 78.1%-26.1pp | 68.3%-16.3pp |
| Annual return | 20.05% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,877 | $2,761+4.2% | $4,305-33.2% | $2,631+9.3% |
| Participant deferral / active EE | $7,539 | $3,303+128.2% | $5,540+36.1% | $4,212+79.0% |
| Admin fee / account holder | $4 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |