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 | $134,029 | $72,277+85.4% | $101,248+32.4% | $79,858+67.8% |
| Participation rate | 56.8% | 68.5%-11.6pp | 75.8%-19.0pp | 69.6%-12.8pp |
| Annual return | 14.30% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,698 | $2,692-36.9% | $3,660-53.6% | $2,471-31.3% |
| Participant deferral / active EE | $4,476 | $3,282+36.4% | $4,370+2.4% | $3,740+19.7% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |