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 | $88,085 | $52,279+68.5% | $89,391-1.5% | $79,858+10.3% |
| Participation rate | 46.5% | 57.5%-11.0pp | 68.0%-21.5pp | 69.6%-23.1pp |
| Annual return | 20.24% | 22.16%-1.9pp | 245.62%-225.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,134 | $1,572-27.9% | $2,586-56.2% | $2,471-54.1% |
| Participant deferral / active EE | $2,612 | $2,740-4.7% | $3,890-32.8% | $3,740-30.2% |
| Admin fee / account holder | $24 | $3,356-99.3% | $4,881-99.5% | $5,306-99.5% |