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 | $167,663 | $209,411-19.9% | $178,490-6.1% | $158,922+5.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 18.61% | 188.75%-170.1pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,860 | $5,706-67.4% | $5,011-62.9% | $4,761-60.9% |
| Participant deferral / active EE | $11,521 | $5,954+93.5% | $5,202+121.5% | $5,982+92.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |