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 | $210,294 | $154,117+36.5% | $129,995+61.8% | $139,434+50.8% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.8pp | 80.3%-16.7pp |
| Annual return | 14.10% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,030 | $5,289-61.6% | $4,320-53.0% | $4,751-57.3% |
| Participant deferral / active EE | $4,636 | $6,710-30.9% | $5,820-20.3% | $6,710-30.9% |
| Admin fee / account holder | $236 | $14,007-98.3% | $10,614-97.8% | $11,403-97.9% |