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 | $96,889 | $100,773-3.9% | $88,946+8.9% | $142,382-32.0% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 16.42% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,553 | $2,918-46.8% | $2,555-39.2% | $4,299-63.9% |
| Participant deferral / active EE | $3,870 | $5,230-26.0% | $4,581-15.5% | $6,507-40.5% |
| Admin fee / account holder | $171 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |