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 | $168,141 | $115,882+45.1% | $100,516+67.3% | $158,922+5.8% |
| Participation rate | 64.3% | 81.6%-17.3pp | 79.4%-15.1pp | 82.0%-17.7pp |
| Annual return | 18.15% | 34.79%-16.6pp | 30.89%-12.7pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,084 | $4,103-49.2% | $3,418-39.0% | $4,761-56.2% |
| Participant deferral / active EE | $7,147 | $6,674+7.1% | $6,270+14.0% | $5,982+19.5% |
| Admin fee / account holder | $72 | $10,995-99.3% | $8,081-99.1% | $11,246-99.4% |