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 | $137,276 | $78,672+74.5% | $109,143+25.8% | $85,850+59.9% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 14.29% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,179 | $2,735-20.3% | $3,722-41.5% | $2,565-15.1% |
| Participant deferral / active EE | $4,538 | $3,467+30.9% | $4,653-2.5% | $3,952+14.8% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |