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 | $246,253 | $114,381+115.3% | $107,525+129.0% | $142,382+73.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 19.26% | 242.71%-223.4pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,832 | $4,015-54.4% | $3,754-51.2% | $4,299-57.4% |
| Participant deferral / active EE | $10,180 | $5,564+83.0% | $5,116+99.0% | $6,507+56.4% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |