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 | $184,862 | $111,754+65.4% | $103,333+78.9% | $145,922+26.7% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 11.37% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,958 | $4,212-53.5% | $3,868-49.4% | $4,660-58.0% |
| Participant deferral / active EE | $10,180 | $5,619+81.2% | $5,057+101.3% | $6,688+52.2% |
| Admin fee / account holder | $74 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |