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 | $79,715 | $45,035+77.0% | $62,995+26.5% | $70,131+13.7% |
| Participation rate | 57.1% | 69.5%-12.4pp | 74.8%-17.7pp | 69.5%-12.4pp |
| Annual return | 19.07% | 18.76%+0.3pp | 87.57%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $947 | $2,051-53.9% | $2,759-65.7% | $2,342-59.6% |
| Participant deferral / active EE | $2,045 | $2,465-17.0% | $3,329-38.6% | $3,332-38.6% |
| Admin fee / account holder | $246 | $2,834-91.3% | $3,600-93.2% | $4,645-94.7% |