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 | $113,088 | $95,266+18.7% | $82,389+37.3% | $142,382-20.6% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.5%-4.8pp | 80.1%-15.4pp |
| Annual return | 14.83% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,175 | $2,991-60.7% | $2,517-53.3% | $4,299-72.7% |
| Participant deferral / active EE | $5,878 | $4,809+22.2% | $4,155+41.5% | $6,507-9.7% |
| Admin fee / account holder | $12 | $8,563-99.9% | $7,231-99.8% | $12,624-99.9% |