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 | $172,587 | $175,202-1.5% | $149,673+15.3% | $139,434+23.8% |
| Participation rate | 46.2% | 83.4%-37.2pp | 78.8%-32.6pp | 80.3%-34.2pp |
| Annual return | 11.41% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $1,965 | $5,474-64.1% | $4,818-59.2% | $4,751-58.6% |
| Participant deferral / active EE | $4,419 | $6,519-32.2% | $5,680-22.2% | $6,710-34.1% |
| Admin fee / account holder | $13 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |