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 | $131,014 | $198,466-34.0% | $170,442-23.1% | $147,584-11.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.71% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $6,054 | $6,184-2.1% | $5,433+11.4% | $4,876+24.1% |
| Participant deferral / active EE | $6,414 | $5,629+13.9% | $4,939+29.9% | $5,439+17.9% |
| Admin fee / account holder | $272 | $16,852-98.4% | $13,880-98.0% | $10,885-97.5% |