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 | $158,886 | $175,202-9.3% | $149,673+6.2% | $139,434+14.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.92% | 166.71%-138.8pp | 134.42%-106.5pp | 372.94%-345.0pp |
| Employer contribution / active EE | $2,030 | $5,474-62.9% | $4,818-57.9% | $4,751-57.3% |
| Participant deferral / active EE | $5,138 | $6,519-21.2% | $5,680-9.6% | $6,710-23.4% |
| Admin fee / account holder | $135 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |