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 4-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 | $128,987 | $117,983+9.3% | $101,794+26.7% | $142,382-9.4% |
| Participation rate | 18.2% | 74.2%-56.0pp | 69.2%-51.0pp | 80.1%-61.9pp |
| Annual return | 24.39% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,100 | $2,773-60.3% | $2,289-51.9% | $4,299-74.4% |
| Participant deferral / active EE | $4,482 | $4,714-4.9% | $4,084+9.7% | $6,507-31.1% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |