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 | $135,750 | $148,978-8.9% | $200,582-32.3% | $84,808+60.1% |
| Participation rate | 61.8% | 84.2%-22.5pp | 86.9%-25.1pp | 68.3%-6.5pp |
| Annual return | 17.05% | 28.16%-11.1pp | 42.33%-25.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,127 | $4,815-55.8% | $6,419-66.9% | $2,631-19.2% |
| Participant deferral / active EE | $5,758 | $7,142-19.4% | $9,331-38.3% | $4,212+36.7% |
| Admin fee / account holder | $98 | $13,977-99.3% | $16,305-99.4% | $7,344-98.7% |