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 | $151,062 | $98,750+53.0% | $149,696+0.9% | $79,858+89.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 17.27% | 27.43%-10.2pp | 276.60%-259.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,421 | $3,216-24.7% | $4,644-47.9% | $2,471-2.0% |
| Participant deferral / active EE | $2,715 | $5,680-52.2% | $6,842-60.3% | $3,740-27.4% |
| Admin fee / account holder | $37 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |