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 | $96,771 | $85,766+12.8% | $136,294-29.0% | $70,131+38.0% |
| Participation rate | 59.5% | 74.2%-14.7pp | 81.9%-22.5pp | 69.5%-10.1pp |
| Annual return | 14.45% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,108 | $2,966-62.6% | $4,695-76.4% | $2,342-52.7% |
| Participant deferral / active EE | $2,624 | $5,051-48.1% | $6,247-58.0% | $3,332-21.2% |
| Admin fee / account holder | $207 | $5,420-96.2% | $9,243-97.8% | $4,645-95.5% |