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 | $110,985 | $109,817+1.1% | $98,442+12.7% | $167,490-33.7% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 23.10% | 1956.69%-1933.6pp | 1492.73%-1469.6pp | 478.56%-455.5pp |
| Employer contribution / active EE | $1,866 | $3,224-42.1% | $2,960-37.0% | $4,837-61.4% |
| Participant deferral / active EE | $7,403 | $4,673+58.4% | $4,276+73.1% | $6,341+16.7% |
| Admin fee / account holder | $171 | $6,753-97.5% | $5,949-97.1% | $12,309-98.6% |