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 | $148,937 | $155,788-4.4% | $124,672+19.5% | $167,490-11.1% |
| Participation rate | 37.5% | 81.1%-43.6pp | 74.6%-37.1pp | 82.1%-44.6pp |
| Annual return | 16.99% | 17.97%-1.0pp | 5142.93%-5125.9pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,511 | $4,163-63.7% | $3,324-54.5% | $4,837-68.8% |
| Participant deferral / active EE | $3,423 | $5,673-39.7% | $4,614-25.8% | $6,341-46.0% |
| Admin fee / account holder | -$41 | $9,531-100.4% | $7,493-100.5% | $12,309-100.3% |