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 | $89,829 | $109,982-18.3% | $97,226-7.6% | $145,922-38.4% |
| Participation rate | 61.5% | 75.9%-14.4pp | 72.7%-11.1pp | 80.3%-18.7pp |
| Annual return | 18.53% | 242.90%-224.4pp | 75.13%-56.6pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,424 | $3,084-53.8% | $2,729-47.8% | $4,660-69.4% |
| Participant deferral / active EE | $5,925 | $4,676+26.7% | $4,264+39.0% | $6,688-11.4% |
| Admin fee / account holder | $8 | $6,221-99.9% | $5,654-99.9% | $13,397-99.9% |