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 | $94,507 | $101,069-6.5% | $81,478+16.0% | $147,584-36.0% |
| Participation rate | 65.0% | 74.5%-9.5pp | 68.0%-3.0pp | 82.8%-17.8pp |
| Annual return | 18.21% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,472 | $3,205-54.1% | $2,568-42.7% | $4,876-69.8% |
| Participant deferral / active EE | $2,417 | $4,242-43.0% | $3,537-31.6% | $5,439-55.6% |
| Admin fee / account holder | $204 | $5,812-96.5% | $4,561-95.5% | $10,885-98.1% |