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 | $97,580 | $112,096-12.9% | $95,952+1.7% | $158,922-38.6% |
| Participation rate | 55.6% | 79.0%-23.4pp | 77.1%-21.5pp | 82.0%-26.4pp |
| Annual return | 14.71% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,569 | $3,198-50.9% | $2,541-38.3% | $4,761-67.0% |
| Participant deferral / active EE | $3,168 | $4,784-33.8% | $4,167-24.0% | $5,982-47.0% |
| Admin fee / account holder | $127 | $10,130-98.7% | $6,795-98.1% | $11,246-98.9% |