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 | $182,361 | $81,460+123.9% | $103,333+76.5% | $80,856+125.5% |
| Participation rate | 27.8% | 66.8%-39.0pp | 74.5%-46.7pp | 67.6%-39.8pp |
| Annual return | 11.14% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $836 | $3,105-73.1% | $3,868-78.4% | $2,755-69.7% |
| Participant deferral / active EE | $2,320 | $3,869-40.0% | $5,057-54.1% | $4,296-46.0% |
| Admin fee / account holder | $3 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |