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 | $117,830 | $118,680-0.7% | $98,907+19.1% | $158,922-25.9% |
| Participation rate | 41.7% | 77.8%-36.2pp | 76.0%-34.4pp | 82.0%-40.3pp |
| Annual return | 14.89% | 372.35%-357.5pp | 196.43%-181.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $803 | $3,333-75.9% | $2,689-70.1% | $4,761-83.1% |
| Participant deferral / active EE | $2,961 | $5,088-41.8% | $4,244-30.2% | $5,982-50.5% |
| Admin fee / account holder | $24 | $10,131-99.8% | $6,642-99.6% | $11,246-99.8% |