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 | $222,144 | $80,717+175.2% | $154,803+43.5% | $84,808+161.9% |
| Participation rate | 30.6% | 66.8%-36.3pp | 78.1%-47.5pp | 68.3%-37.8pp |
| Annual return | 17.02% | 37.96%-20.9pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $868 | $2,761-68.6% | $4,305-79.8% | $2,631-67.0% |
| Participant deferral / active EE | $2,378 | $3,303-28.0% | $5,540-57.1% | $4,212-43.5% |
| Admin fee / account holder | $62 | $6,746-99.1% | $14,329-99.6% | $7,344-99.2% |