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 | $57,515 | $49,227+16.8% | $70,449-18.4% | $79,858-28.0% |
| Participation rate | 44.4% | 69.2%-24.7pp | 75.1%-30.6pp | 69.6%-25.2pp |
| Annual return | 18.92% | 30.06%-11.1pp | 109.03%-90.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $683 | $2,099-67.5% | $2,737-75.0% | $2,471-72.4% |
| Participant deferral / active EE | $3,092 | $2,768+11.7% | $3,709-16.6% | $3,740-17.3% |
| Admin fee / account holder | $218 | $2,878-92.4% | $3,845-94.3% | $5,306-95.9% |