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 | $128,726 | $109,327+17.7% | $89,391+44.0% | $158,922-19.0% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.0%-28.0pp | 82.0%-42.0pp |
| Annual return | 13.09% | 345.68%-332.6pp | 245.62%-232.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,181 | $3,170-62.7% | $2,586-54.3% | $4,761-75.2% |
| Participant deferral / active EE | $5,804 | $4,598+26.2% | $3,890+49.2% | $5,982-3.0% |
| Admin fee / account holder | $63 | $6,153-99.0% | $4,881-98.7% | $11,246-99.4% |