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 | $84,920 | $81,208+4.6% | $98,907-14.1% | $79,858+6.3% |
| Participation rate | 34.4% | 72.5%-38.1pp | 76.0%-41.6pp | 69.6%-35.3pp |
| Annual return | 21.37% | 60.99%-39.6pp | 196.43%-175.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $644 | $1,960-67.1% | $2,689-76.1% | $2,471-73.9% |
| Participant deferral / active EE | $1,719 | $3,265-47.3% | $4,244-59.5% | $3,740-54.0% |
| Admin fee / account holder | $5 | $6,013-99.9% | $6,642-99.9% | $5,306-99.9% |