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 | $118,645 | $106,584+11.3% | $101,326+17.1% | $142,382-16.7% |
| Participation rate | 52.9% | 82.7%-29.7pp | 81.5%-28.6pp | 80.1%-27.2pp |
| Annual return | 15.75% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,126 | $3,956-46.3% | $3,665-42.0% | $4,299-50.5% |
| Participant deferral / active EE | $4,253 | $8,297-48.7% | $7,994-46.8% | $6,507-34.6% |
| Admin fee / account holder | $258 | $11,446-97.7% | $11,185-97.7% | $12,624-98.0% |