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 | $111,509 | $159,602-30.1% | $150,045-25.7% | $142,382-21.7% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 17.81% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,068 | $4,961-78.5% | $4,693-77.2% | $4,299-75.2% |
| Participant deferral / active EE | $2,664 | $8,310-67.9% | $7,997-66.7% | $6,507-59.1% |
| Admin fee / account holder | $115 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |