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 | $150,899 | $183,519-17.8% | $155,509-3.0% | $145,922+3.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 78.2%-40.7pp | 80.3%-42.8pp |
| Annual return | 15.64% | 61.17%-45.5pp | 64.67%-49.0pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,690 | $5,313-68.2% | $4,672-63.8% | $4,660-63.7% |
| Participant deferral / active EE | $2,980 | $6,462-53.9% | $5,626-47.0% | $6,688-55.4% |
| Admin fee / account holder | $187 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |