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 | $146,481 | $107,334+36.5% | $92,893+57.7% | $152,861-4.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 18.47% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,451 | $4,221-41.9% | $3,653-32.9% | $4,762-48.5% |
| Participant deferral / active EE | $5,052 | $4,845+4.3% | $4,236+19.3% | $5,850-13.6% |
| Admin fee / account holder | $190 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |