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 | $134,925 | $100,773+33.9% | $88,946+51.7% | $142,382-5.2% |
| Participation rate | 30.8% | 74.3%-43.5pp | 68.8%-38.1pp | 80.1%-49.4pp |
| Annual return | 17.94% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,367 | $2,918-53.1% | $2,555-46.5% | $4,299-68.2% |
| Participant deferral / active EE | $4,234 | $5,230-19.0% | $4,581-7.6% | $6,507-34.9% |
| Admin fee / account holder | $24 | $9,693-99.8% | $8,261-99.7% | $12,624-99.8% |