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 7-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 | $192,684 | $117,983+63.3% | $101,794+89.3% | $142,382+35.3% |
| Participation rate | 17.6% | 74.2%-56.6pp | 69.2%-51.5pp | 80.1%-62.5pp |
| Annual return | 18.92% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $694 | $2,773-75.0% | $2,289-69.7% | $4,299-83.9% |
| Participant deferral / active EE | $5,029 | $4,714+6.7% | $4,084+23.1% | $6,507-22.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |