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 | $95,048 | $109,327-13.1% | $89,391+6.3% | $158,922-40.2% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 9.35% | 345.68%-336.3pp | 245.62%-236.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,899 | $3,170-40.1% | $2,586-26.6% | $4,761-60.1% |
| Participant deferral / active EE | $4,666 | $4,598+1.5% | $3,890+19.9% | $5,982-22.0% |
| Admin fee / account holder | $46 | $6,153-99.2% | $4,881-99.1% | $11,246-99.6% |