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 | $103,477 | $115,770-10.6% | $101,248+2.2% | $158,922-34.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 30.12% | 56.14%-26.0pp | 46.47%-16.3pp | 302.83%-272.7pp |
| Employer contribution / active EE | $2,039 | $4,175-51.2% | $3,660-44.3% | $4,761-57.2% |
| Participant deferral / active EE | $6,863 | $4,957+38.4% | $4,370+57.0% | $5,982+14.7% |
| Admin fee / account holder | $82 | $7,245-98.9% | $5,945-98.6% | $11,246-99.3% |