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 | $71,101 | $56,897+25.0% | $84,750-16.1% | $62,891+13.1% |
| Participation rate | 65.8% | 68.5%-2.7pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | 7.08% | 6.30%+0.8pp | 22.78%-15.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $537 | $2,400-77.6% | $3,574-85.0% | $2,281-76.4% |
| Participant deferral / active EE | $2,574 | $2,709-5.0% | $3,712-30.7% | $3,203-19.6% |
| Admin fee / account holder | $46 | $3,581-98.7% | $5,332-99.1% | $4,296-98.9% |