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 | $74,792 | $65,365+14.4% | $92,893-19.5% | $72,985+2.5% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 20.32% | 42.10%-21.8pp | 109.41%-89.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,042 | $2,594-21.3% | $3,653-44.1% | $2,440-16.3% |
| Participant deferral / active EE | $5,291 | $3,128+69.1% | $4,236+24.9% | $3,607+46.7% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |