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 | $88,799 | $65,041+36.5% | $90,951-2.4% | $79,858+11.2% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.1pp | 69.6%-1.7pp |
| Annual return | 13.52% | 30.45%-16.9pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $845 | $1,247-32.2% | $2,122-60.2% | $2,471-65.8% |
| Participant deferral / active EE | $2,355 | $2,512-6.3% | $3,373-30.2% | $3,740-37.0% |
| Admin fee / account holder | $81 | $4,536-98.2% | $5,959-98.6% | $5,306-98.5% |