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 8-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 | $105,753 | $99,877+5.9% | $84,966+24.5% | $145,922-27.5% |
| Participation rate | 65.0% | 74.1%-9.1pp | 67.5%-2.5pp | 80.3%-15.3pp |
| Annual return | 23.73% | 83.76%-60.0pp | 66.38%-42.7pp | 561.29%-537.6pp |
| Employer contribution / active EE | $1,926 | $3,231-40.4% | $2,727-29.4% | $4,660-58.7% |
| Participant deferral / active EE | $5,838 | $5,291+10.4% | $4,519+29.2% | $6,688-12.7% |
| Admin fee / account holder | $278 | $7,248-96.2% | $6,149-95.5% | $13,397-97.9% |