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 8-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 | $111,485 | $118,450-5.9% | $98,439+13.3% | $139,434-20.0% |
| Participation rate | 42.9% | 77.4%-34.6pp | 75.2%-32.3pp | 80.3%-37.5pp |
| Annual return | 21.02% | 18.94%+2.1pp | 21.16%-0.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $1,209 | $3,609-66.5% | $3,048-60.3% | $4,751-74.6% |
| Participant deferral / active EE | $6,848 | $5,392+27.0% | $4,738+44.5% | $6,710+2.1% |
| Admin fee / account holder | $68 | $14,026-99.5% | $8,948-99.2% | $11,403-99.4% |