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 | $198,374 | $95,266+108.2% | $82,389+140.8% | $142,382+39.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 14.16% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,055 | $2,991-64.7% | $2,517-58.1% | $4,299-75.5% |
| Participant deferral / active EE | $3,408 | $4,809-29.1% | $4,155-18.0% | $6,507-47.6% |
| Admin fee / account holder | $178 | $8,563-97.9% | $7,231-97.5% | $12,624-98.6% |