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 | $184,431 | $144,119+28.0% | $117,854+56.5% | $147,584+25.0% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 17.13% | 531.15%-514.0pp | 335.08%-318.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,653 | $4,896-66.2% | $3,786-56.3% | $4,876-66.1% |
| Participant deferral / active EE | $2,303 | $5,316-56.7% | $4,482-48.6% | $5,439-57.7% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |