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 | $128,118 | $110,261+16.2% | $95,745+33.8% | $139,434-8.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 12.65% | 27.11%-14.5pp | 28.35%-15.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,469 | $3,257-54.9% | $2,835-48.2% | $4,751-69.1% |
| Participant deferral / active EE | $4,510 | $4,676-3.5% | $4,245+6.3% | $6,710-32.8% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |