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 | $102,823 | $159,602-35.6% | $150,045-31.5% | $142,382-27.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.3%-57.3pp | 80.1%-55.1pp |
| Annual return | 17.49% | 70.24%-52.7pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,279 | $4,961-33.9% | $4,693-30.1% | $4,299-23.7% |
| Participant deferral / active EE | $3,817 | $8,310-54.1% | $7,997-52.3% | $6,507-41.3% |
| Admin fee / account holder | $55 | $14,846-99.6% | $13,435-99.6% | $12,624-99.6% |