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 | $113,703 | $165,335-31.2% | $149,696-24.0% | $158,922-28.5% |
| Participation rate | 64.7% | 84.6%-19.9pp | 82.5%-17.8pp | 82.0%-17.3pp |
| Annual return | 17.41% | 348.15%-330.7pp | 276.60%-259.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,543 | $5,103-50.2% | $4,644-45.2% | $4,761-46.6% |
| Participant deferral / active EE | $7,363 | $7,181+2.5% | $6,842+7.6% | $5,982+23.1% |
| Admin fee / account holder | $222 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |