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 | $200,503 | $117,841+70.1% | $102,423+95.8% | $145,922+37.4% |
| Participation rate | 57.1% | 78.6%-21.4pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 17.03% | 31.65%-14.6pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,141 | $3,615-68.4% | $3,023-62.3% | $4,660-75.5% |
| Participant deferral / active EE | $9,748 | $5,731+70.1% | $5,053+92.9% | $6,688+45.8% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |