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 | $150,628 | $124,319+21.2% | $111,297+35.3% | $167,490-10.1% |
| Participation rate | 35.7% | 79.6%-43.9pp | 77.3%-41.6pp | 82.1%-46.4pp |
| Annual return | 14.00% | 37.44%-23.4pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $1,173 | $3,435-65.9% | $2,731-57.1% | $4,837-75.8% |
| Participant deferral / active EE | $2,679 | $5,180-48.3% | $4,487-40.3% | $6,341-57.8% |
| Admin fee / account holder | $32 | $10,618-99.7% | $7,964-99.6% | $12,309-99.7% |