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 | $118,464 | $79,944+48.2% | $98,439+20.3% | $75,163+57.6% |
| Participation rate | 55.6% | 70.4%-14.8pp | 75.2%-19.6pp | 67.2%-11.6pp |
| Annual return | 13.98% | 19.75%-5.8pp | 21.16%-7.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,154 | $2,264-49.0% | $3,048-62.2% | $2,670-56.8% |
| Participant deferral / active EE | $3,103 | $3,752-17.3% | $4,738-34.5% | $4,125-24.8% |
| Admin fee / account holder | $128 | $6,840-98.1% | $8,948-98.6% | $5,651-97.7% |