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 | $111,058 | $165,335-32.8% | $149,696-25.8% | $158,922-30.1% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 27.13% | 348.15%-321.0pp | 276.60%-249.5pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,279 | $5,103-35.7% | $4,644-29.4% | $4,761-31.1% |
| Participant deferral / active EE | $7,245 | $7,181+0.9% | $6,842+5.9% | $5,982+21.1% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |