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 | $228,321 | $103,376+120.9% | $87,100+162.1% | $152,861+49.4% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.9%-22.3pp | 82.4%-27.9pp |
| Annual return | 31.48% | 28.10%+3.4pp | 28.19%+3.3pp | 345.32%-313.8pp |
| Employer contribution / active EE | $2,385 | $3,220-25.9% | $2,521-5.4% | $4,762-49.9% |
| Participant deferral / active EE | $8,043 | $4,778+68.3% | $4,049+98.7% | $5,850+37.5% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |