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 | $93,288 | $103,376-9.8% | $87,100+7.1% | $152,861-39.0% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.9%-19.0pp | 82.4%-24.6pp |
| Annual return | 24.86% | 28.10%-3.2pp | 28.19%-3.3pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,559 | $3,220-20.5% | $2,521+1.5% | $4,762-46.3% |
| Participant deferral / active EE | $5,676 | $4,778+18.8% | $4,049+40.2% | $5,850-3.0% |
| Admin fee / account holder | $2 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |