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 | $237,398 | $93,571+153.7% | $135,903+74.7% | $75,163+215.8% |
| Participation rate | 35.7% | 75.2%-39.5pp | 81.9%-46.2pp | 67.2%-31.5pp |
| Annual return | 22.79% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $1,082 | $3,537-69.4% | $4,856-77.7% | $2,670-59.5% |
| Participant deferral / active EE | $3,861 | $6,404-39.7% | $7,758-50.2% | $4,125-6.4% |
| Admin fee / account holder | $85 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |