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 | $152,335 | $140,588+8.4% | $123,104+23.7% | $125,391+21.5% |
| Participation rate | 62.5% | 88.2%-25.7pp | 86.8%-24.3pp | 83.2%-20.7pp |
| Annual return | -0.36% | 16.80%-17.2pp | 13.22%-13.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,485 | $6,041-58.9% | $5,151-51.8% | $4,866-48.9% |
| Participant deferral / active EE | $11,905 | $6,980+70.6% | $6,230+91.1% | $5,352+122.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,540-100.0% |