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 | $113,931 | $67,411+69.0% | $91,001+25.2% | $70,131+62.5% |
| Participation rate | 32.0% | 71.4%-39.4pp | 75.6%-43.6pp | 69.5%-37.5pp |
| Annual return | 20.08% | -40.16%+60.2pp | 4.60%+15.5pp | 73.14%-53.1pp |
| Employer contribution / active EE | $948 | $1,786-46.9% | $2,456-61.4% | $2,342-59.5% |
| Participant deferral / active EE | $1,872 | $2,823-33.7% | $3,547-47.2% | $3,332-43.8% |
| Admin fee / account holder | $19 | $4,236-99.6% | $5,417-99.7% | $4,645-99.6% |