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 | $169,513 | $124,281+36.4% | $109,143+55.3% | $167,490+1.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 27.16% | 26.04%+1.1pp | 25.75%+1.4pp | 478.56%-451.4pp |
| Employer contribution / active EE | $2,564 | $4,207-39.1% | $3,722-31.1% | $4,837-47.0% |
| Participant deferral / active EE | $12,559 | $5,255+139.0% | $4,653+169.9% | $6,341+98.0% |
| Admin fee / account holder | $17 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |