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 | $232,170 | $183,519+26.5% | $155,509+49.3% | $145,922+59.1% |
| Participation rate | 22.2% | 82.7%-60.4pp | 78.2%-56.0pp | 80.3%-58.1pp |
| Annual return | 13.62% | 61.17%-47.5pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,796 | $5,313-66.2% | $4,672-61.6% | $4,660-61.5% |
| Participant deferral / active EE | $5,709 | $6,462-11.7% | $5,626+1.5% | $6,688-14.6% |
| Admin fee / account holder | $20 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |