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 | $160,831 | $179,726-10.5% | $156,263+2.9% | $142,382+13.0% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 16.44% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,897 | $5,069-62.6% | $4,333-56.2% | $4,299-55.9% |
| Participant deferral / active EE | $5,232 | $6,956-24.8% | $6,158-15.0% | $6,507-19.6% |
| Admin fee / account holder | $245 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |