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 | $227,998 | $56,053+306.8% | $75,972+200.1% | $80,856+182.0% |
| Participation rate | 45.2% | 62.0%-16.9pp | 69.1%-23.9pp | 67.6%-22.5pp |
| Annual return | 20.99% | 20.53%+0.5pp | 359.55%-338.6pp | 35.59%-14.6pp |
| Employer contribution / active EE | $1,081 | $1,874-42.3% | $2,685-59.8% | $2,755-60.8% |
| Participant deferral / active EE | $3,760 | $3,052+23.2% | $4,255-11.6% | $4,296-12.5% |
| Admin fee / account holder | $1 | $5,234-100.0% | $6,467-100.0% | $6,918-100.0% |