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 | $111,457 | $175,202-36.4% | $149,673-25.5% | $139,434-20.1% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 16.70% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,325 | $5,474-75.8% | $4,818-72.5% | $4,751-72.1% |
| Participant deferral / active EE | $2,874 | $6,519-55.9% | $5,680-49.4% | $6,710-57.2% |
| Admin fee / account holder | $35 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |