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 | $99,388 | $78,672+26.3% | $109,143-8.9% | $85,850+15.8% |
| Participation rate | 17.2% | 68.3%-51.0pp | 75.9%-58.6pp | 69.3%-52.1pp |
| Annual return | 11.30% | 25.09%-13.8pp | 25.75%-14.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $682 | $2,735-75.1% | $3,722-81.7% | $2,565-73.4% |
| Participant deferral / active EE | $1,637 | $3,467-52.8% | $4,653-64.8% | $3,952-58.6% |
| Admin fee / account holder | $4 | $5,469-99.9% | $6,752-99.9% | $6,260-99.9% |