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 | $178,504 | $107,934+65.4% | $91,989+94.1% | $152,861+16.8% |
| Participation rate | 60.0% | 81.2%-21.2pp | 78.6%-18.6pp | 82.4%-22.4pp |
| Annual return | 22.51% | 89.24%-66.7pp | 69.02%-46.5pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,640 | $4,210-61.0% | $3,452-52.5% | $4,762-65.6% |
| Participant deferral / active EE | $4,192 | $6,364-34.1% | $5,923-29.2% | $5,850-28.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |