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 | $90,840 | $81,248+11.8% | $155,509-41.6% | $80,856+12.3% |
| Participation rate | 47.2% | 66.2%-19.1pp | 78.2%-31.0pp | 67.6%-20.5pp |
| Annual return | 17.47% | 33.31%-15.8pp | 64.67%-47.2pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,898 | $3,100-38.8% | $4,672-59.4% | $2,755-31.1% |
| Participant deferral / active EE | $4,397 | $3,452+27.4% | $5,626-21.9% | $4,296+2.3% |
| Admin fee / account holder | $227 | $7,997-97.2% | $15,912-98.6% | $6,918-96.7% |