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 | $134,713 | $165,335-18.5% | $149,696-10.0% | $158,922-15.2% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 18.16% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,973 | $5,103-61.3% | $4,644-57.5% | $4,761-58.6% |
| Participant deferral / active EE | $8,308 | $7,181+15.7% | $6,842+21.4% | $5,982+38.9% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.5% | $11,246-98.0% |