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 | $190,352 | $176,812+7.7% | $146,665+29.8% | $167,490+13.6% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 16.28% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $10,421 | $5,160+102.0% | $4,136+151.9% | $4,837+115.4% |
| Participant deferral / active EE | $5,784 | $6,440-10.2% | $5,506+5.1% | $6,341-8.8% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |