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 | $93,049 | $175,202-46.9% | $149,673-37.8% | $139,434-33.3% |
| Participation rate | 57.1% | 83.4%-26.2pp | 78.8%-21.6pp | 80.3%-23.2pp |
| Annual return | 25.03% | 166.71%-141.7pp | 134.42%-109.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $1,454 | $5,474-73.4% | $4,818-69.8% | $4,751-69.4% |
| Participant deferral / active EE | $4,003 | $6,519-38.6% | $5,680-29.5% | $6,710-40.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |