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 | $180,770 | $80,717+124.0% | $154,803+16.8% | $84,808+113.2% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 16.70% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $891 | $2,761-67.7% | $4,305-79.3% | $2,631-66.1% |
| Participant deferral / active EE | $3,970 | $3,303+20.2% | $5,540-28.3% | $4,212-5.7% |
| Admin fee / account holder | $271 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |