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 | $69,228 | $46,869+47.7% | $122,332-43.4% | $70,131-1.3% |
| Participation rate | 60.3% | 58.2%+2.2pp | 71.6%-11.3pp | 69.5%-9.2pp |
| Annual return | 21.48% | 24.22%-2.7pp | 30.27%-8.8pp | 73.14%-51.7pp |
| Employer contribution / active EE | $534 | $1,288-58.5% | $4,050-86.8% | $2,342-77.2% |
| Participant deferral / active EE | $3,339 | $2,166+54.1% | $3,287+1.6% | $3,332+0.2% |
| Admin fee / account holder | $7 | $3,322-99.8% | $5,478-99.9% | $4,645-99.8% |