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 | $119,046 | $95,193+25.1% | $76,523+55.6% | $135,375-12.1% |
| Participation rate | 63.6% | 74.4%-10.8pp | 68.0%-4.4pp | 82.6%-19.0pp |
| Annual return | 2.26% | 4.85%-2.6pp | -0.27%+2.5pp | 519.73%-517.5pp |
| Employer contribution / active EE | $676 | $3,302-79.5% | $2,647-74.5% | $4,779-85.9% |
| Participant deferral / active EE | $823 | $4,639-82.3% | $3,835-78.6% | $5,609-85.3% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,848-99.8% | $10,827-99.9% |