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 | $164,125 | $165,335-0.7% | $149,696+9.6% | $158,922+3.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 20.77% | 348.15%-327.4pp | 276.60%-255.8pp | 302.83%-282.1pp |
| Employer contribution / active EE | $7,552 | $5,103+48.0% | $4,644+62.6% | $4,761+58.6% |
| Participant deferral / active EE | $11,606 | $7,181+61.6% | $6,842+69.6% | $5,982+94.0% |
| Admin fee / account holder | $60 | $10,807-99.4% | $9,309-99.4% | $11,246-99.5% |