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 | $180,892 | $159,602+13.3% | $150,045+20.6% | $142,382+27.0% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 27.23% | 70.24%-43.0pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,472 | $4,961-50.2% | $4,693-47.3% | $4,299-42.5% |
| Participant deferral / active EE | $4,690 | $8,310-43.6% | $7,997-41.4% | $6,507-27.9% |
| Admin fee / account holder | $167 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |