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 | $216,615 | $112,096+93.2% | $95,952+125.8% | $158,922+36.3% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 20.95% | 171.09%-150.1pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,336 | $3,198-27.0% | $2,541-8.1% | $4,761-50.9% |
| Participant deferral / active EE | $2,467 | $4,784-48.4% | $4,167-40.8% | $5,982-58.8% |
| Admin fee / account holder | $20 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |