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 | $163,854 | $165,335-0.9% | $149,696+9.5% | $158,922+3.1% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 16.86% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,484 | $5,103-51.3% | $4,644-46.5% | $4,761-47.8% |
| Participant deferral / active EE | $5,793 | $7,181-19.3% | $6,842-15.3% | $5,982-3.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |