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 | $247,536 | $107,452+130.4% | $91,541+170.4% | $142,382+73.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 15.44% | 22.06%-6.6pp | 20.50%-5.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,100 | $2,994-29.9% | $2,505-16.2% | $4,299-51.2% |
| Participant deferral / active EE | $2,415 | $4,754-49.2% | $4,008-39.7% | $6,507-62.9% |
| Admin fee / account holder | $120 | $8,834-98.6% | $6,956-98.3% | $12,624-99.0% |