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 | $195,166 | $95,266+104.9% | $82,389+136.9% | $142,382+37.1% |
| Participation rate | 46.2% | 74.5%-28.3pp | 69.5%-23.4pp | 80.1%-34.0pp |
| Annual return | 15.58% | 25.74%-10.2pp | 28.67%-13.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,883 | $2,991+96.7% | $2,517+133.7% | $4,299+36.8% |
| Participant deferral / active EE | $5,349 | $4,809+11.2% | $4,155+28.7% | $6,507-17.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |