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 | $131,458 | $74,888+75.5% | $71,209+84.6% | $142,382-7.7% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 19.49% | 345.14%-325.6pp | 282.51%-263.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $979 | $2,854-65.7% | $2,721-64.0% | $4,299-77.2% |
| Participant deferral / active EE | $5,659 | $4,454+27.0% | $4,175+35.5% | $6,507-13.0% |
| Admin fee / account holder | $105 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |