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 | $144,474 | $117,983+22.5% | $101,794+41.9% | $142,382+1.5% |
| Participation rate | 43.8% | 74.2%-30.5pp | 69.2%-25.4pp | 80.1%-36.4pp |
| Annual return | 34.31% | 36.92%-2.6pp | 30.53%+3.8pp | 217.08%-182.8pp |
| Employer contribution / active EE | $1,136 | $2,773-59.0% | $2,289-50.4% | $4,299-73.6% |
| Participant deferral / active EE | $3,186 | $4,714-32.4% | $4,084-22.0% | $6,507-51.0% |
| Admin fee / account holder | $288 | $10,433-97.2% | $8,777-96.7% | $12,624-97.7% |