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 | $116,161 | $95,971+21.0% | $74,550+55.8% | $135,375-14.2% |
| Participation rate | 69.6% | 75.7%-6.1pp | 69.1%+0.4pp | 82.6%-13.1pp |
| Annual return | 10.16% | 56.96%-46.8pp | 32.53%-22.4pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,151 | $2,716-57.6% | $1,961-41.3% | $4,779-75.9% |
| Participant deferral / active EE | $2,187 | $3,843-43.1% | $3,108-29.6% | $5,609-61.0% |
| Admin fee / account holder | $212 | $6,522-96.7% | $5,060-95.8% | $10,827-98.0% |