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 | $192,095 | $148,534+29.3% | $135,903+41.3% | $139,434+37.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.33% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $16,242 | $5,243+209.8% | $4,856+234.5% | $4,751+241.9% |
| Participant deferral / active EE | $11,483 | $8,100+41.8% | $7,758+48.0% | $6,710+71.1% |
| Admin fee / account holder | $69 | $12,400-99.4% | $10,762-99.4% | $11,403-99.4% |