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 | $159,196 | $165,335-3.7% | $149,696+6.3% | $158,922+0.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.02% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $18,960 | $5,103+271.6% | $4,644+308.2% | $4,761+298.2% |
| Participant deferral / active EE | $10,258 | $7,181+42.8% | $6,842+49.9% | $5,982+71.5% |
| Admin fee / account holder | $118 | $10,807-98.9% | $9,309-98.7% | $11,246-99.0% |