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 | $158,303 | $110,257+43.6% | $96,544+64.0% | $139,434+13.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 23.31% | 26.32%-3.0pp | 25.84%-2.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,120 | $3,620-69.0% | $2,965-62.2% | $4,751-76.4% |
| Participant deferral / active EE | $9,552 | $5,548+72.2% | $4,851+96.9% | $6,710+42.4% |
| Admin fee / account holder | $40 | $11,591-99.7% | $8,252-99.5% | $11,403-99.6% |