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 | $169,589 | $165,335+2.6% | $149,696+13.3% | $158,922+6.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 14.14% | 348.15%-334.0pp | 276.60%-262.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,500 | $5,103-70.6% | $4,644-67.7% | $4,761-68.5% |
| Participant deferral / active EE | $10,780 | $7,181+50.1% | $6,842+57.6% | $5,982+80.2% |
| Admin fee / account holder | $113 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |