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 | $107,634 | $96,635+11.4% | $86,612+24.3% | $139,434-22.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.58% | 106.41%-91.8pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,113 | $3,263-65.9% | $3,022-63.2% | $4,751-76.6% |
| Participant deferral / active EE | $5,318 | $4,836+10.0% | $4,438+19.8% | $6,710-20.7% |
| Admin fee / account holder | $179 | $6,408-97.2% | $5,614-96.8% | $11,403-98.4% |