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 | $199,718 | $181,894+9.8% | $156,549+27.6% | $273,961-27.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 9.00% | 30.74%-21.7pp | 32.23%-23.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $6,205 | $6,248-0.7% | $5,501+12.8% | $4,869+27.5% |
| Participant deferral / active EE | $10,564 | $5,550+90.3% | $4,871+116.9% | $5,287+99.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |