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 | $179,265 | $104,974+70.8% | $95,585+87.5% | $142,382+25.9% |
| Participation rate | 9.1% | 75.0%-65.9pp | 72.1%-63.0pp | 80.1%-71.0pp |
| Annual return | 16.04% | 210.33%-194.3pp | 38.56%-22.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $374 | $2,779-86.5% | $2,527-85.2% | $4,299-91.3% |
| Participant deferral / active EE | $1,238 | $4,352-71.5% | $4,023-69.2% | $6,507-81.0% |
| Admin fee / account holder | $60 | $6,386-99.1% | $6,127-99.0% | $12,624-99.5% |