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 | $99,324 | $76,367+30.1% | $93,606+6.1% | $72,985+36.1% |
| Participation rate | 36.0% | 71.7%-35.7pp | 75.8%-39.8pp | 69.5%-33.5pp |
| Annual return | 22.02% | 25.82%-3.8pp | 32.76%-10.7pp | 81.00%-59.0pp |
| Employer contribution / active EE | $887 | $2,275-61.0% | $2,718-67.4% | $2,440-63.6% |
| Participant deferral / active EE | $2,978 | $3,538-15.8% | $4,069-26.8% | $3,607-17.4% |
| Admin fee / account holder | $2 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |