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 | $190,175 | $214,378-11.3% | $200,582-5.2% | $142,382+33.6% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.9%-24.4pp | 80.1%-17.6pp |
| Annual return | 21.63% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,687 | $6,841-75.3% | $6,419-73.7% | $4,299-60.8% |
| Participant deferral / active EE | $4,162 | $9,865-57.8% | $9,331-55.4% | $6,507-36.0% |
| Admin fee / account holder | $11 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |