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 | $195,403 | $160,055+22.1% | $140,016+39.6% | $135,375+44.3% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | 10.30% | 911.38%-901.1pp | 651.12%-640.8pp | 519.73%-509.4pp |
| Employer contribution / active EE | $1,496 | $6,420-76.7% | $5,606-73.3% | $4,779-68.7% |
| Participant deferral / active EE | $6,272 | $7,642-17.9% | $6,927-9.5% | $5,609+11.8% |
| Admin fee / account holder | $116 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |