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 | $120,353 | $111,754+7.7% | $103,333+16.5% | $145,922-17.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 25.26% | 24.77%+0.5pp | 24.88%+0.4pp | 561.29%-536.0pp |
| Employer contribution / active EE | $2,657 | $4,212-36.9% | $3,868-31.3% | $4,660-43.0% |
| Participant deferral / active EE | $8,549 | $5,619+52.2% | $5,057+69.0% | $6,688+27.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |