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 | $159,206 | $217,402-26.8% | $185,823-14.3% | $167,490-4.9% |
| Participation rate | 69.2% | 86.0%-16.8pp | 81.7%-12.5pp | 82.1%-12.9pp |
| Annual return | 16.20% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,785 | $5,873-35.6% | $5,167-26.8% | $4,837-21.8% |
| Participant deferral / active EE | $7,701 | $6,356+21.2% | $5,568+38.3% | $6,341+21.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |