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 | $173,028 | $90,503+91.2% | $78,689+119.9% | $273,961-36.8% |
| Participation rate | 15.4% | 76.5%-61.1pp | 73.6%-58.2pp | 83.0%-67.6pp |
| Annual return | 7.72% | 75.60%-67.9pp | 62.18%-54.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $551 | $3,176-82.6% | $2,851-80.7% | $4,869-88.7% |
| Participant deferral / active EE | $695 | $3,901-82.2% | $3,517-80.2% | $5,287-86.9% |
| Admin fee / account holder | $48 | $5,263-99.1% | $4,510-98.9% | $10,132-99.5% |