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 | $142,682 | $111,754+27.7% | $103,333+38.1% | $145,922-2.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.73% | 24.77%-13.0pp | 24.88%-13.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,098 | $4,212-73.9% | $3,868-71.6% | $4,660-76.4% |
| Participant deferral / active EE | $6,588 | $5,619+17.2% | $5,057+30.3% | $6,688-1.5% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |