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 | $169,449 | $109,327+55.0% | $89,391+89.6% | $158,922+6.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.23% | 345.68%-328.4pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,070 | $3,170-66.2% | $2,586-58.6% | $4,761-77.5% |
| Participant deferral / active EE | $6,229 | $4,598+35.5% | $3,890+60.1% | $5,982+4.1% |
| Admin fee / account holder | $155 | $6,153-97.5% | $4,881-96.8% | $11,246-98.6% |