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 | $231,993 | $112,096+107.0% | $95,952+141.8% | $158,922+46.0% |
| Participation rate | 45.0% | 79.0%-34.0pp | 77.1%-32.1pp | 82.0%-37.0pp |
| Annual return | 38.55% | 171.09%-132.5pp | 91.61%-53.1pp | 302.83%-264.3pp |
| Employer contribution / active EE | $2,051 | $3,198-35.9% | $2,541-19.3% | $4,761-56.9% |
| Participant deferral / active EE | $4,539 | $4,784-5.1% | $4,167+8.9% | $5,982-24.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |