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 | $127,648 | $95,803+33.2% | $113,168+12.8% | $84,808+50.5% |
| Participation rate | 48.5% | 72.9%-24.4pp | 76.6%-28.1pp | 68.3%-19.8pp |
| Annual return | 16.78% | 25.00%-8.2pp | 24.27%-7.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,511 | $2,360+6.4% | $2,975-15.6% | $2,631-4.6% |
| Participant deferral / active EE | $5,362 | $4,242+26.4% | $5,107+5.0% | $4,212+27.3% |
| Admin fee / account holder | $220 | $8,989-97.5% | $12,068-98.2% | $7,344-97.0% |