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 | $205,875 | $148,534+38.6% | $135,903+51.5% | $139,434+47.7% |
| Participation rate | 56.3% | 83.9%-27.6pp | 81.9%-25.7pp | 80.3%-24.1pp |
| Annual return | 20.28% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,816 | $5,243-46.3% | $4,856-42.0% | $4,751-40.7% |
| Participant deferral / active EE | $5,430 | $8,100-33.0% | $7,758-30.0% | $6,710-19.1% |
| Admin fee / account holder | $113 | $12,400-99.1% | $10,762-99.0% | $11,403-99.0% |