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 | $221,372 | $112,096+97.5% | $95,952+130.7% | $158,922+39.3% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 13.62% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,468 | $3,198-22.8% | $2,541-2.9% | $4,761-48.2% |
| Participant deferral / active EE | $5,591 | $4,784+16.9% | $4,167+34.2% | $5,982-6.5% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |