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 6-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 | $123,991 | $114,381+8.4% | $107,525+15.3% | $142,382-12.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 20.56% | 242.71%-222.1pp | 181.32%-160.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,152 | $4,015-46.4% | $3,754-42.7% | $4,299-49.9% |
| Participant deferral / active EE | $14,869 | $5,564+167.2% | $5,116+190.7% | $6,507+128.5% |
| Admin fee / account holder | $80 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |