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 | $245,682 | $110,257+122.8% | $96,544+154.5% | $139,434+76.2% |
| Participation rate | 58.3% | 78.1%-19.8pp | 76.0%-17.6pp | 80.3%-22.0pp |
| Annual return | 17.11% | 26.32%-9.2pp | 25.84%-8.7pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,925 | $3,620+8.4% | $2,965+32.4% | $4,751-17.4% |
| Participant deferral / active EE | $8,324 | $5,548+50.0% | $4,851+71.6% | $6,710+24.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |