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 | $145,392 | $78,422+85.4% | $95,952+51.5% | $79,858+82.1% |
| Participation rate | 48.0% | 73.5%-25.5pp | 77.1%-29.1pp | 69.6%-21.6pp |
| Annual return | 31.55% | 19.37%+12.2pp | 91.61%-60.1pp | 31.71%-0.2pp |
| Employer contribution / active EE | $1,672 | $1,945-14.0% | $2,541-34.2% | $2,471-32.3% |
| Participant deferral / active EE | $3,859 | $3,440+12.2% | $4,167-7.4% | $3,740+3.2% |
| Admin fee / account holder | $199 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |