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 | $102,824 | $106,890-3.8% | $84,015+22.4% | $152,861-32.7% |
| Participation rate | 60.9% | 75.2%-14.4pp | 69.0%-8.1pp | 82.4%-21.6pp |
| Annual return | 17.89% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $951 | $2,734-65.2% | $1,983-52.1% | $4,762-80.0% |
| Participant deferral / active EE | $5,142 | $4,011+28.2% | $3,239+58.8% | $5,850-12.1% |
| Admin fee / account holder | $195 | $8,285-97.7% | $6,101-96.8% | $11,596-98.3% |