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 | $90,683 | $114,381-20.7% | $107,525-15.7% | $142,382-36.3% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 18.19% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,369 | $4,015-41.0% | $3,754-36.9% | $4,299-44.9% |
| Participant deferral / active EE | $5,300 | $5,564-4.7% | $5,116+3.6% | $6,507-18.5% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |