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 | $63,672 | $107,334-40.7% | $92,893-31.5% | $152,861-58.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 12.82% | 145.58%-132.8pp | 109.41%-96.6pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,690 | $4,221-60.0% | $3,653-53.7% | $4,762-64.5% |
| Participant deferral / active EE | $4,293 | $4,845-11.4% | $4,236+1.3% | $5,850-26.6% |
| Admin fee / account holder | $242 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |