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 | $73,500 | $163,101-54.9% | $136,749-46.3% | $142,382-48.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 18.10% | 27.54%-9.4pp | 24.33%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,271 | $4,117-44.8% | $3,400-33.2% | $4,299-47.2% |
| Participant deferral / active EE | $4,775 | $5,585-14.5% | $4,692+1.8% | $6,507-26.6% |
| Admin fee / account holder | $281 | $14,318-98.0% | $11,386-97.5% | $12,624-97.8% |