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 | $107,940 | $85,202+26.7% | $172,739-37.5% | $72,985+47.9% |
| Participation rate | 63.0% | 70.1%-7.1pp | 82.6%-19.7pp | 69.5%-6.5pp |
| Annual return | 24.31% | 27.32%-3.0pp | 802.84%-778.5pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,312 | $3,324-30.4% | $5,143-55.0% | $2,440-5.2% |
| Participant deferral / active EE | $6,169 | $3,260+89.2% | $5,198+18.7% | $3,607+71.0% |
| Admin fee / account holder | $158 | $5,884-97.3% | $13,954-98.9% | $5,124-96.9% |