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 | $176,583 | $91,538+92.9% | $129,995+35.8% | $75,163+134.9% |
| Participation rate | 23.9% | 71.4%-47.5pp | 78.5%-54.6pp | 67.2%-43.3pp |
| Annual return | 16.46% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $789 | $2,845-72.3% | $4,320-81.7% | $2,670-70.4% |
| Participant deferral / active EE | $2,523 | $4,341-41.9% | $5,820-56.7% | $4,125-38.8% |
| Admin fee / account holder | $0 | $6,790-100.0% | $10,614-100.0% | $5,651-100.0% |