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 | $55,643 | $49,922+11.5% | $80,569-30.9% | $75,163-26.0% |
| Participation rate | 51.0% | 55.3%-4.3pp | 67.0%-16.0pp | 67.2%-16.2pp |
| Annual return | 15.47% | 34.69%-19.2pp | 935.43%-920.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,425 | $1,698-16.1% | $2,723-47.7% | $2,670-46.6% |
| Participant deferral / active EE | $5,237 | $2,990+75.1% | $4,447+17.8% | $4,125+27.0% |
| Admin fee / account holder | $231 | $3,577-93.6% | $5,377-95.7% | $5,651-95.9% |