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 | $100,493 | $107,334-6.4% | $92,893+8.2% | $152,861-34.3% |
| Participation rate | 28.6% | 79.8%-51.2pp | 76.0%-47.4pp | 82.4%-53.9pp |
| Annual return | 23.88% | 145.58%-121.7pp | 109.41%-85.5pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,057 | $4,221-75.0% | $3,653-71.1% | $4,762-77.8% |
| Participant deferral / active EE | $2,331 | $4,845-51.9% | $4,236-45.0% | $5,850-60.2% |
| Admin fee / account holder | $54 | $7,079-99.2% | $5,794-99.1% | $11,596-99.5% |