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 | $173,540 | $209,411-17.1% | $178,490-2.8% | $158,922+9.2% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 14.45% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,222 | $5,706-78.6% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $3,017 | $5,954-49.3% | $5,202-42.0% | $5,982-49.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |