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 | $101,634 | $106,584-4.6% | $101,326+0.3% | $142,382-28.6% |
| Participation rate | 68.2% | 82.7%-14.5pp | 81.5%-13.3pp | 80.1%-11.9pp |
| Annual return | 16.97% | 36.93%-20.0pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,816 | $3,956-3.5% | $3,665+4.1% | $4,299-11.2% |
| Participant deferral / active EE | $8,413 | $8,297+1.4% | $7,994+5.2% | $6,507+29.3% |
| Admin fee / account holder | $7 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |