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 | $97,982 | $104,974-6.7% | $95,585+2.5% | $142,382-31.2% |
| Participation rate | 47.4% | 75.0%-27.6pp | 72.1%-24.7pp | 80.1%-32.8pp |
| Annual return | 21.67% | 210.33%-188.7pp | 38.56%-16.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,699 | $2,779-38.9% | $2,527-32.8% | $4,299-60.5% |
| Participant deferral / active EE | $2,752 | $4,352-36.8% | $4,023-31.6% | $6,507-57.7% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |