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 | $170,233 | $115,770+47.0% | $101,248+68.1% | $158,922+7.1% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 10.70% | 56.14%-45.4pp | 46.47%-35.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $1,020 | $4,175-75.6% | $3,660-72.1% | $4,761-78.6% |
| Participant deferral / active EE | $2,781 | $4,957-43.9% | $4,370-36.4% | $5,982-53.5% |
| Admin fee / account holder | $204 | $7,245-97.2% | $5,945-96.6% | $11,246-98.2% |