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 | $68,460 | $209,411-67.3% | $178,490-61.6% | $158,922-56.9% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 22.40% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,552 | $5,706-72.8% | $5,011-69.0% | $4,761-67.4% |
| Participant deferral / active EE | $2,999 | $5,954-49.6% | $5,202-42.3% | $5,982-49.9% |
| Admin fee / account holder | $216 | $17,074-98.7% | $13,984-98.5% | $11,246-98.1% |