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 | $126,924 | $102,317+24.0% | $146,958-13.6% | $80,856+57.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 15.40% | 134.76%-119.4pp | 418.34%-402.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,788 | $3,713-24.9% | $4,933-43.5% | $2,755+1.2% |
| Participant deferral / active EE | $6,903 | $6,644+3.9% | $8,070-14.5% | $4,296+60.7% |
| Admin fee / account holder | $254 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |