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 | $238,519 | $198,466+20.2% | $170,442+39.9% | $147,584+61.6% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 14.80% | 257.29%-242.5pp | 205.93%-191.1pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,481 | $6,184-76.0% | $5,433-72.7% | $4,876-69.6% |
| Participant deferral / active EE | $3,133 | $5,629-44.3% | $4,939-36.6% | $5,439-42.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |