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 | $145,267 | $124,281+16.9% | $109,143+33.1% | $167,490-13.3% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 16.35% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $14,126 | $4,207+235.7% | $3,722+279.5% | $4,837+192.0% |
| Participant deferral / active EE | $20,275 | $5,255+285.8% | $4,653+335.7% | $6,341+219.7% |
| Admin fee / account holder | $33 | $7,970-99.6% | $6,752-99.5% | $12,309-99.7% |