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 | $103,381 | $198,466-47.9% | $170,442-39.3% | $147,584-30.0% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 15.66% | 257.29%-241.6pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,506 | $6,184-43.3% | $5,433-35.5% | $4,876-28.1% |
| Participant deferral / active EE | $7,460 | $5,629+32.5% | $4,939+51.0% | $5,439+37.2% |
| Admin fee / account holder | -$293 | $16,852-101.7% | $13,880-102.1% | $10,885-102.7% |