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 | $106,010 | $159,602-33.6% | $150,045-29.3% | $142,382-25.5% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.3%-27.8pp | 80.1%-25.6pp |
| Annual return | 17.49% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,083 | $4,961-78.2% | $4,693-76.9% | $4,299-74.8% |
| Participant deferral / active EE | $3,070 | $8,310-63.1% | $7,997-61.6% | $6,507-52.8% |
| Admin fee / account holder | $72 | $14,846-99.5% | $13,435-99.5% | $12,624-99.4% |