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 | $215,107 | $108,172+98.9% | $77,482+177.6% | $158,922+35.4% |
| Participation rate | 46.2% | 64.4%-18.3pp | 54.2%-8.0pp | 82.0%-35.8pp |
| Annual return | 28.87% | 31.67%-2.8pp | 54.79%-25.9pp | 302.83%-274.0pp |
| Employer contribution / active EE | $343 | $1,325-74.1% | $986-65.3% | $4,761-92.8% |
| Participant deferral / active EE | $3,380 | $2,456+37.6% | $1,861+81.6% | $5,982-43.5% |
| Admin fee / account holder | $65 | $3,708-98.2% | $2,858-97.7% | $11,246-99.4% |