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 | $90,388 | $102,616-11.9% | $81,983+10.3% | $158,922-43.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 16.51% | 61.04%-44.5pp | 41.31%-24.8pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,025 | $3,240-68.4% | $2,498-59.0% | $4,761-78.5% |
| Participant deferral / active EE | $5,425 | $4,648+16.7% | $3,722+45.7% | $5,982-9.3% |
| Admin fee / account holder | $85 | $8,235-99.0% | $5,664-98.5% | $11,246-99.2% |