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 | $110,269 | $158,398-30.4% | $126,539-12.9% | $142,382-22.6% |
| Participation rate | 58.8% | 75.8%-17.0pp | 69.8%-11.0pp | 80.1%-21.3pp |
| Annual return | 19.46% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,353 | $4,650-49.4% | $3,674-36.0% | $4,299-45.3% |
| Participant deferral / active EE | $4,701 | $4,767-1.4% | $4,083+15.1% | $6,507-27.8% |
| Admin fee / account holder | $191 | $6,918-97.2% | $6,065-96.9% | $12,624-98.5% |