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 | $85,609 | $95,266-10.1% | $82,389+3.9% | $142,382-39.9% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.5%-1.4pp | 80.1%-11.9pp |
| Annual return | 15.76% | 25.74%-10.0pp | 28.67%-12.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,455 | $2,991-51.4% | $2,517-42.2% | $4,299-66.2% |
| Participant deferral / active EE | $3,323 | $4,809-30.9% | $4,155-20.0% | $6,507-48.9% |
| Admin fee / account holder | $79 | $8,563-99.1% | $7,231-98.9% | $12,624-99.4% |