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 | $96,039 | $115,882-17.1% | $100,516-4.5% | $158,922-39.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 31.70% | 34.79%-3.1pp | 30.89%+0.8pp | 302.83%-271.1pp |
| Employer contribution / active EE | $2,257 | $4,103-45.0% | $3,418-34.0% | $4,761-52.6% |
| Participant deferral / active EE | $8,749 | $6,674+31.1% | $6,270+39.5% | $5,982+46.2% |
| Admin fee / account holder | $169 | $10,995-98.5% | $8,081-97.9% | $11,246-98.5% |