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 6-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 | $176,833 | $106,584+65.9% | $101,326+74.5% | $142,382+24.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 21.71% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $17,144 | $3,956+333.4% | $3,665+367.7% | $4,299+298.8% |
| Participant deferral / active EE | $10,781 | $8,297+29.9% | $7,994+34.9% | $6,507+65.7% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |