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 | $84,570 | $93,571-9.6% | $135,903-37.8% | $75,163+12.5% |
| Participation rate | 47.7% | 75.2%-27.5pp | 81.9%-34.2pp | 67.2%-19.5pp |
| Annual return | 24.58% | 30.90%-6.3pp | 68.23%-43.7pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,144 | $3,537-67.7% | $4,856-76.4% | $2,670-57.2% |
| Participant deferral / active EE | $3,349 | $6,404-47.7% | $7,758-56.8% | $4,125-18.8% |
| Admin fee / account holder | $178 | $6,975-97.5% | $10,762-98.3% | $5,651-96.9% |