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 | $180,200 | $104,664+72.2% | $85,682+110.3% | $167,490+7.6% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 17.06% | 21.45%-4.4pp | 21.49%-4.4pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,566 | $3,337-23.1% | $2,618-2.0% | $4,837-47.0% |
| Participant deferral / active EE | $7,696 | $4,824+59.5% | $3,923+96.2% | $6,341+21.4% |
| Admin fee / account holder | $15 | $10,032-99.9% | $6,873-99.8% | $12,309-99.9% |