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 | $71,271 | $78,705-9.4% | $117,854-39.5% | $70,131+1.6% |
| Participation rate | 26.5% | 73.2%-46.7pp | 79.7%-53.1pp | 69.5%-43.0pp |
| Annual return | 17.67% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $683 | $2,223-69.3% | $3,786-82.0% | $2,342-70.9% |
| Participant deferral / active EE | $1,761 | $3,297-46.6% | $4,482-60.7% | $3,332-47.1% |
| Admin fee / account holder | $36 | $5,065-99.3% | $8,020-99.6% | $4,645-99.2% |