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 | $105,405 | $72,492+45.4% | $87,100+21.0% | $72,985+44.4% |
| Participation rate | 22.8% | 72.8%-50.0pp | 76.9%-54.1pp | 69.5%-46.7pp |
| Annual return | 22.11% | 24.46%-2.3pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $727 | $1,894-61.6% | $2,521-71.1% | $2,440-70.2% |
| Participant deferral / active EE | $1,810 | $3,270-44.6% | $4,049-55.3% | $3,607-49.8% |
| Admin fee / account holder | $220 | $5,055-95.6% | $7,497-97.1% | $5,124-95.7% |