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 | $65,498 | $209,411-68.7% | $178,490-63.3% | $158,922-58.8% |
| Participation rate | 61.1% | 86.3%-25.2pp | 81.9%-20.8pp | 82.0%-20.8pp |
| Annual return | 9.10% | 188.75%-179.6pp | 151.07%-142.0pp | 302.83%-293.7pp |
| Employer contribution / active EE | $1,654 | $5,706-71.0% | $5,011-67.0% | $4,761-65.3% |
| Participant deferral / active EE | $3,735 | $5,954-37.3% | $5,202-28.2% | $5,982-37.6% |
| Admin fee / account holder | $94 | $17,074-99.5% | $13,984-99.3% | $11,246-99.2% |