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 | $182,568 | $176,377+3.5% | $134,143+36.1% | $158,922+14.9% |
| Participation rate | 17.4% | 78.7%-61.3pp | 72.2%-54.8pp | 82.0%-64.6pp |
| Annual return | 51.02% | 63.63%-12.6pp | 36.33%+14.7pp | 302.83%-251.8pp |
| Employer contribution / active EE | $250 | $5,040-95.0% | $3,704-93.3% | $4,761-94.8% |
| Participant deferral / active EE | $423 | $4,091-89.7% | $3,499-87.9% | $5,982-92.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |