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 | $115,505 | $175,202-34.1% | $149,673-22.8% | $139,434-17.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.04% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-360.9pp |
| Employer contribution / active EE | $26,234 | $5,474+379.2% | $4,818+444.5% | $4,751+452.2% |
| Participant deferral / active EE | $15,450 | $6,519+137.0% | $5,680+172.0% | $6,710+130.2% |
| Admin fee / account holder | $24 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |