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 | $156,836 | $112,096+39.9% | $95,952+63.5% | $158,922-1.3% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 25.03% | 171.09%-146.1pp | 91.61%-66.6pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,941 | $3,198-39.3% | $2,541-23.6% | $4,761-59.2% |
| Participant deferral / active EE | $4,604 | $4,784-3.8% | $4,167+10.5% | $5,982-23.0% |
| Admin fee / account holder | $255 | $10,130-97.5% | $6,795-96.3% | $11,246-97.7% |