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 | $122,462 | $102,828+19.1% | $105,387+16.2% | $152,861-19.9% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.6%-68.3pp | 82.4%-68.2pp |
| Annual return | 31.40% | 20.85%+10.5pp | 26.82%+4.6pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,704 | $4,473-61.9% | $4,213-59.6% | $4,762-64.2% |
| Participant deferral / active EE | $5,107 | $5,465-6.5% | $5,502-7.2% | $5,850-12.7% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |