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 | $101,852 | $102,966-1.1% | $90,281+12.8% | $152,861-33.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 22.33% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,022 | $3,139-67.4% | $2,854-64.2% | $4,762-78.5% |
| Participant deferral / active EE | $5,859 | $4,281+36.9% | $3,885+50.8% | $5,850+0.2% |
| Admin fee / account holder | $33 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |