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 | $157,997 | $159,602-1.0% | $150,045+5.3% | $142,382+11.0% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 16.11% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,996 | $4,961-59.8% | $4,693-57.5% | $4,299-53.6% |
| Participant deferral / active EE | $7,340 | $8,310-11.7% | $7,997-8.2% | $6,507+12.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |