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 | $95,079 | $78,705+20.8% | $117,854-19.3% | $70,131+35.6% |
| Participation rate | 62.5% | 73.2%-10.7pp | 79.7%-17.2pp | 69.5%-7.0pp |
| Annual return | 15.38% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,234 | $3,297+28.4% | $4,482-5.5% | $3,332+27.1% |
| Admin fee / account holder | $131 | $5,065-97.4% | $8,020-98.4% | $4,645-97.2% |