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 | $23,836 | $105,859-77.5% | $90,160-73.6% | $147,584-83.8% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 27.89% | 37.63%-9.7pp | 34.88%-7.0pp | 578.55%-550.7pp |
| Employer contribution / active EE | $3,458 | $4,126-16.2% | $3,318+4.2% | $4,876-29.1% |
| Participant deferral / active EE | $5,099 | $5,733-11.1% | $5,288-3.6% | $5,439-6.3% |
| Admin fee / account holder | $18 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |