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 | $132,397 | $114,381+15.8% | $107,525+23.1% | $142,382-7.0% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 12.38% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,182 | $4,015-70.6% | $3,754-68.5% | $4,299-72.5% |
| Participant deferral / active EE | $3,666 | $5,564-34.1% | $5,116-28.3% | $6,507-43.7% |
| Admin fee / account holder | $54 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |