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 | $201,337 | $140,940+42.9% | $112,229+79.4% | $139,434+44.4% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 19.65% | 32.71%-13.1pp | 30.20%-10.5pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,196 | $4,283-48.7% | $3,430-36.0% | $4,751-53.8% |
| Participant deferral / active EE | $4,046 | $5,874-31.1% | $4,798-15.7% | $6,710-39.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |