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 | $204,500 | $104,974+94.8% | $95,585+113.9% | $142,382+43.6% |
| Participation rate | 65.0% | 75.0%-10.0pp | 72.1%-7.1pp | 80.1%-15.1pp |
| Annual return | 14.56% | 210.33%-195.8pp | 38.56%-24.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $540 | $2,779-80.6% | $2,527-78.6% | $4,299-87.4% |
| Participant deferral / active EE | $4,759 | $4,352+9.3% | $4,023+18.3% | $6,507-26.9% |
| Admin fee / account holder | $79 | $6,386-98.8% | $6,127-98.7% | $12,624-99.4% |