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 | $157,312 | $165,335-4.9% | $149,696+5.1% | $158,922-1.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 38.75% | 348.15%-309.4pp | 276.60%-237.8pp | 302.83%-264.1pp |
| Employer contribution / active EE | $2,211 | $5,103-56.7% | $4,644-52.4% | $4,761-53.6% |
| Participant deferral / active EE | $4,393 | $7,181-38.8% | $6,842-35.8% | $5,982-26.6% |
| Admin fee / account holder | $10 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |