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 | $200,753 | $117,983+70.2% | $101,794+97.2% | $142,382+41.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 14.19% | 36.92%-22.7pp | 30.53%-16.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,060 | $2,773-61.8% | $2,289-53.7% | $4,299-75.4% |
| Participant deferral / active EE | $1,614 | $4,714-65.8% | $4,084-60.5% | $6,507-75.2% |
| Admin fee / account holder | $120 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |