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 | $93,800 | $106,515-11.9% | $96,683-3.0% | $139,434-32.7% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 23.43% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $8,525 | $4,103+107.8% | $3,737+128.1% | $4,751+79.4% |
| Participant deferral / active EE | $7,231 | $5,454+32.6% | $4,878+48.2% | $6,710+7.8% |
| Admin fee / account holder | $20 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |