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 | $108,685 | $121,625-10.6% | $104,607+3.9% | $158,922-31.6% |
| Participation rate | 42.9% | 77.5%-34.7pp | 74.1%-31.2pp | 82.0%-39.1pp |
| Annual return | 9.91% | 465.26%-455.3pp | 340.46%-330.6pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,235 | $3,163-61.0% | $2,681-53.9% | $4,761-74.1% |
| Participant deferral / active EE | $2,191 | $4,177-47.6% | $3,740-41.4% | $5,982-63.4% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |