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 | $99,238 | $65,041+52.6% | $90,951+9.1% | $79,858+24.3% |
| Participation rate | 48.5% | 61.6%-13.1pp | 69.0%-20.5pp | 69.6%-21.1pp |
| Annual return | 117.72% | 30.45%+87.3pp | 134.60%-16.9pp | 31.71%+86.0pp |
| Employer contribution / active EE | $1,200 | $1,247-3.7% | $2,122-43.4% | $2,471-51.4% |
| Participant deferral / active EE | $1,949 | $2,512-22.4% | $3,373-42.2% | $3,740-47.9% |
| Admin fee / account holder | $24 | $4,536-99.5% | $5,959-99.6% | $5,306-99.6% |