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 | $146,769 | $114,381+28.3% | $107,525+36.5% | $142,382+3.1% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 16.17% | 242.71%-226.5pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,051 | $4,015-48.9% | $3,754-45.4% | $4,299-52.3% |
| Participant deferral / active EE | $2,269 | $5,564-59.2% | $5,116-55.6% | $6,507-65.1% |
| Admin fee / account holder | $31 | $9,860-99.7% | $8,919-99.7% | $12,624-99.8% |