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 | $136,791 | $118,849+15.1% | $96,562+41.7% | $167,490-18.3% |
| Participation rate | 61.5% | 75.5%-13.9pp | 69.8%-8.3pp | 82.1%-20.6pp |
| Annual return | 13.50% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,563 | $3,120-49.9% | $2,356-33.7% | $4,837-67.7% |
| Participant deferral / active EE | $5,128 | $4,616+11.1% | $3,849+33.2% | $6,341-19.1% |
| Admin fee / account holder | $2 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |