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 | $208,426 | $171,164+21.8% | $127,761+63.1% | $152,861+36.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.0%-19.0pp | 82.4%-22.4pp |
| Annual return | 17.99% | 23.54%-5.5pp | 26.14%-8.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,381 | $5,447-56.3% | $4,574-47.9% | $4,762-50.0% |
| Participant deferral / active EE | $11,026 | $7,038+56.6% | $6,021+83.1% | $5,850+88.5% |
| Admin fee / account holder | $3 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |