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 | $107,107 | $71,050+50.7% | $93,606+14.4% | $80,856+32.5% |
| Participation rate | 60.6% | 60.4%+0.2pp | 68.7%-8.1pp | 67.6%-7.0pp |
| Annual return | 58.00% | 11.26%+46.7pp | 133.20%-75.2pp | 35.59%+22.4pp |
| Employer contribution / active EE | $1,277 | $1,564-18.3% | $2,420-47.2% | $2,755-53.6% |
| Participant deferral / active EE | $3,156 | $4,034-21.8% | $4,411-28.5% | $4,296-26.5% |
| Admin fee / account holder | $272 | $6,945-96.1% | $8,285-96.7% | $6,918-96.1% |