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 7-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 | $85,910 | $89,753-4.3% | $107,525-20.1% | $84,808+1.3% |
| Participation rate | 69.4% | 68.1%+1.3pp | 75.1%-5.7pp | 68.3%+1.1pp |
| Annual return | 21.70% | 29.48%-7.8pp | 181.32%-159.6pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,571 | $3,113+14.7% | $3,754-4.9% | $2,631+35.7% |
| Participant deferral / active EE | $8,684 | $4,056+114.1% | $5,116+69.8% | $4,212+106.2% |
| Admin fee / account holder | $215 | $7,222-97.0% | $8,919-97.6% | $7,344-97.1% |