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 | $123,589 | $109,881+12.5% | $150,045-17.6% | $84,808+45.7% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 14.55% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,462 | $3,561-2.8% | $4,693-26.2% | $2,631+31.6% |
| Participant deferral / active EE | $7,867 | $6,636+18.6% | $7,997-1.6% | $4,212+86.8% |
| Admin fee / account holder | $44 | $8,568-99.5% | $13,435-99.7% | $7,344-99.4% |