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 | $72,086 | $65,365+10.3% | $92,893-22.4% | $72,985-1.2% |
| Participation rate | 41.0% | 68.3%-27.3pp | 76.0%-35.0pp | 69.5%-28.5pp |
| Annual return | 23.30% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $619 | $2,594-76.1% | $3,653-83.1% | $2,440-74.6% |
| Participant deferral / active EE | $2,033 | $3,128-35.0% | $4,236-52.0% | $3,607-43.6% |
| Admin fee / account holder | $14 | $4,251-99.7% | $5,794-99.8% | $5,124-99.7% |