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 | $64,098 | $167,307-61.7% | $143,757-55.4% | $134,475-52.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | 3.08% | 0.46%+2.6pp | -0.04%+3.1pp | 417.96%-414.9pp |
| Employer contribution / active EE | $8,592 | $5,619+52.9% | $4,951+73.5% | $4,740+81.3% |
| Participant deferral / active EE | $3,000 | $6,446-53.5% | $5,637-46.8% | $6,400-53.1% |
| Admin fee / account holder | $22 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |