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 | $108,171 | $60,022+80.2% | $88,946+21.6% | $84,808+27.5% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 16.98% | 22.43%-5.5pp | 57.82%-40.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,001 | $1,703-41.2% | $2,555-60.8% | $2,631-62.0% |
| Participant deferral / active EE | $2,164 | $3,114-30.5% | $4,581-52.8% | $4,212-48.6% |
| Admin fee / account holder | $34 | $4,811-99.3% | $8,261-99.6% | $7,344-99.5% |