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 | $110,530 | $77,899+41.9% | $149,673-26.2% | $75,163+47.1% |
| Participation rate | 54.1% | 65.6%-11.5pp | 78.8%-24.7pp | 67.2%-13.1pp |
| Annual return | 24.30% | 31.72%-7.4pp | 134.42%-110.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,912 | $3,137-39.0% | $4,818-60.3% | $2,670-28.4% |
| Participant deferral / active EE | $5,052 | $3,411+48.1% | $5,680-11.1% | $4,125+22.5% |
| Admin fee / account holder | $268 | $5,956-95.5% | $13,210-98.0% | $5,651-95.3% |