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 | $156,199 | $89,753+74.0% | $107,525+45.3% | $84,808+84.2% |
| Participation rate | 29.3% | 68.1%-38.8pp | 75.1%-45.8pp | 68.3%-39.0pp |
| Annual return | 16.72% | 29.48%-12.8pp | 181.32%-164.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,286 | $3,113-58.7% | $3,754-65.7% | $2,631-51.1% |
| Participant deferral / active EE | $3,809 | $4,056-6.1% | $5,116-25.5% | $4,212-9.6% |
| Admin fee / account holder | $102 | $7,222-98.6% | $8,919-98.9% | $7,344-98.6% |