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 | $55,853 | $226,064-75.3% | $182,532-69.4% | $152,861-63.5% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.4%-51.7pp |
| Annual return | 26.68% | 192.51%-165.8pp | 148.54%-121.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $726 | $4,978-85.4% | $4,076-82.2% | $4,762-84.8% |
| Participant deferral / active EE | $1,529 | $6,368-76.0% | $5,524-72.3% | $5,850-73.9% |
| Admin fee / account holder | $13 | $10,703-99.9% | $8,592-99.9% | $11,596-99.9% |