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 | $148,433 | $210,648-29.5% | $177,989-16.6% | $145,922+1.7% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 11.31% | 385.86%-374.5pp | 294.48%-283.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,632 | $4,565-20.4% | $3,949-8.0% | $4,660-22.0% |
| Participant deferral / active EE | $3,632 | $6,958-47.8% | $6,276-42.1% | $6,688-45.7% |
| Admin fee / account holder | $175 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |