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 | $113,626 | $112,096+1.4% | $95,952+18.4% | $158,922-28.5% |
| Participation rate | 60.9% | 79.0%-18.1pp | 77.1%-16.2pp | 82.0%-21.1pp |
| Annual return | 12.66% | 171.09%-158.4pp | 91.61%-79.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,151 | $3,198-32.7% | $2,541-15.3% | $4,761-54.8% |
| Participant deferral / active EE | $4,276 | $4,784-10.6% | $4,167+2.6% | $5,982-28.5% |
| Admin fee / account holder | $3 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |