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 | $155,782 | $114,381+36.2% | $107,525+44.9% | $142,382+9.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 16.09% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,331 | $4,015-17.0% | $3,754-11.3% | $4,299-22.5% |
| Participant deferral / active EE | $10,624 | $5,564+90.9% | $5,116+107.7% | $6,507+63.3% |
| Admin fee / account holder | $10 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |