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 | $184,583 | $135,952+35.8% | $123,892+49.0% | $273,961-32.6% |
| Participation rate | 22.7% | 84.1%-61.3pp | 81.4%-58.7pp | 83.0%-60.3pp |
| Annual return | 4.07% | 56.63%-52.6pp | 47.52%-43.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $1,047 | $5,170-79.7% | $4,617-77.3% | $4,869-78.5% |
| Participant deferral / active EE | $2,945 | $6,343-53.6% | $5,984-50.8% | $5,287-44.3% |
| Admin fee / account holder | $101 | $9,817-99.0% | $8,357-98.8% | $10,132-99.0% |