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 | $113,213 | $209,411-45.9% | $178,490-36.6% | $158,922-28.8% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 17.55% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $7,746 | $5,706+35.7% | $5,011+54.6% | $4,761+62.7% |
| Participant deferral / active EE | $6,131 | $5,954+3.0% | $5,202+17.9% | $5,982+2.5% |
| Admin fee / account holder | $224 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |