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 | $126,777 | $54,541+132.4% | $78,778+60.9% | $70,131+80.8% |
| Participation rate | 46.7% | 60.8%-14.1pp | 69.2%-22.5pp | 69.5%-22.9pp |
| Annual return | 21.49% | 21.07%+0.4pp | 35.62%-14.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $264 | $1,089-75.7% | $1,986-86.7% | $2,342-88.7% |
| Participant deferral / active EE | $2,643 | $2,210+19.6% | $2,958-10.6% | $3,332-20.7% |
| Admin fee / account holder | $121 | $3,709-96.7% | $5,134-97.6% | $4,645-97.4% |