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 | $99,364 | $103,376-3.9% | $87,100+14.1% | $152,861-35.0% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 21.19% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,194 | $3,220-62.9% | $2,521-52.6% | $4,762-74.9% |
| Participant deferral / active EE | $7,349 | $4,778+53.8% | $4,049+81.5% | $5,850+25.6% |
| Admin fee / account holder | $63 | $12,205-99.5% | $7,497-99.2% | $11,596-99.5% |