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 | $110,554 | $78,705+40.5% | $117,854-6.2% | $70,131+57.6% |
| Participation rate | 68.0% | 73.2%-5.2pp | 79.7%-11.7pp | 69.5%-1.5pp |
| Annual return | 13.47% | 23.30%-9.8pp | 335.08%-321.6pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,300 | $2,223+3.5% | $3,786-39.2% | $2,342-1.8% |
| Participant deferral / active EE | $5,620 | $3,297+70.5% | $4,482+25.4% | $3,332+68.7% |
| Admin fee / account holder | $65 | $5,065-98.7% | $8,020-99.2% | $4,645-98.6% |