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 | $181,208 | $202,318-10.4% | $172,739+4.9% | $152,861+18.5% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 23.06% | 1029.65%-1006.6pp | 802.84%-779.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,418 | $5,856-75.8% | $5,143-72.4% | $4,762-70.2% |
| Participant deferral / active EE | $5,259 | $5,948-11.6% | $5,198+1.2% | $5,850-10.1% |
| Admin fee / account holder | $35 | $17,109-99.8% | $13,954-99.8% | $11,596-99.7% |