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 | $60,839 | $175,202-65.3% | $149,673-59.4% | $139,434-56.4% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 13.47% | 166.71%-153.2pp | 134.42%-120.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,534 | $5,474-72.0% | $4,818-68.2% | $4,751-67.7% |
| Participant deferral / active EE | $2,023 | $6,519-69.0% | $5,680-64.4% | $6,710-69.8% |
| Admin fee / account holder | $125 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |