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 8-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 | $111,605 | $111,724-0.1% | $93,606+19.2% | $145,922-23.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 16.33% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $1,485 | $3,090-51.9% | $2,420-38.6% | $4,660-68.1% |
| Participant deferral / active EE | $9,833 | $4,912+100.2% | $4,411+122.9% | $6,688+47.0% |
| Admin fee / account holder | $55 | $10,250-99.5% | $8,285-99.3% | $13,397-99.6% |