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 | $239,758 | $114,381+109.6% | $107,525+123.0% | $142,382+68.4% |
| Participation rate | 42.1% | 78.1%-36.0pp | 75.1%-33.0pp | 80.1%-38.0pp |
| Annual return | 22.25% | 242.71%-220.5pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,214 | $4,015-69.8% | $3,754-67.7% | $4,299-71.8% |
| Participant deferral / active EE | $4,474 | $5,564-19.6% | $5,116-12.5% | $6,507-31.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |