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 | $191,963 | $202,318-5.1% | $172,739+11.1% | $152,861+25.6% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.4%-25.3pp |
| Annual return | 22.31% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,925 | $5,856-67.1% | $5,143-62.6% | $4,762-59.6% |
| Participant deferral / active EE | $3,322 | $5,948-44.1% | $5,198-36.1% | $5,850-43.2% |
| Admin fee / account holder | $172 | $17,109-99.0% | $13,954-98.8% | $11,596-98.5% |