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 | $127,793 | $111,754+14.4% | $103,333+23.7% | $145,922-12.4% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.5%-19.5pp | 80.3%-25.3pp |
| Annual return | 12.65% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,840 | $4,212-32.6% | $3,868-26.6% | $4,660-39.1% |
| Participant deferral / active EE | $5,991 | $5,619+6.6% | $5,057+18.5% | $6,688-10.4% |
| Admin fee / account holder | $82 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |