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 | $89,645 | $95,561-6.2% | $77,163+16.2% | $139,434-35.7% |
| Participation rate | 69.2% | 73.9%-4.7pp | 69.6%-0.3pp | 80.3%-11.1pp |
| Annual return | 13.62% | 54.92%-41.3pp | 37.87%-24.3pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,125 | $3,147-32.5% | $2,535-16.2% | $4,751-55.3% |
| Participant deferral / active EE | $6,522 | $4,624+41.1% | $3,833+70.1% | $6,710-2.8% |
| Admin fee / account holder | $8 | $8,295-99.9% | $5,472-99.9% | $11,403-99.9% |