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 7-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 | $170,362 | $109,327+55.8% | $89,391+90.6% | $158,922+7.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 17.92% | 345.68%-327.8pp | 245.62%-227.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $940 | $3,170-70.3% | $2,586-63.6% | $4,761-80.3% |
| Participant deferral / active EE | $7,060 | $4,598+53.5% | $3,890+81.5% | $5,982+18.0% |
| Admin fee / account holder | $24 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |