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 | $184,525 | $175,202+5.3% | $149,673+23.3% | $139,434+32.3% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 17.42% | 166.71%-149.3pp | 134.42%-117.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,517 | $5,474-72.3% | $4,818-68.5% | $4,751-68.1% |
| Participant deferral / active EE | $4,545 | $6,519-30.3% | $5,680-20.0% | $6,710-32.3% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |