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 | $124,560 | $126,574-1.6% | $106,213+17.3% | $145,922-14.6% |
| Participation rate | 27.3% | 77.6%-50.4pp | 75.3%-48.0pp | 80.3%-53.0pp |
| Annual return | 11.72% | 224.79%-213.1pp | 116.14%-104.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $803 | $3,730-78.5% | $3,171-74.7% | $4,660-82.8% |
| Participant deferral / active EE | $2,459 | $5,724-57.0% | $5,016-51.0% | $6,688-63.2% |
| Admin fee / account holder | $232 | $17,304-98.7% | $11,033-97.9% | $13,397-98.3% |