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 | $103,350 | $98,750+4.7% | $149,696-31.0% | $79,858+29.4% |
| Participation rate | 31.0% | 75.8%-44.7pp | 82.5%-51.4pp | 69.6%-38.6pp |
| Annual return | 20.96% | 27.43%-6.5pp | 276.60%-255.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $967 | $3,216-69.9% | $4,644-79.2% | $2,471-60.9% |
| Participant deferral / active EE | $2,905 | $5,680-48.9% | $6,842-57.5% | $3,740-22.3% |
| Admin fee / account holder | $3 | $6,053-100.0% | $9,309-100.0% | $5,306-99.9% |