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 | $70,646 | $52,580+34.4% | $71,671-1.4% | $70,131+0.7% |
| Participation rate | 57.1% | 60.9%-3.7pp | 68.7%-11.6pp | 69.5%-12.4pp |
| Annual return | 18.13% | 20.25%-2.1pp | 20.65%-2.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $964 | $1,616-40.4% | $2,460-60.8% | $2,342-58.9% |
| Participant deferral / active EE | $1,693 | $2,386-29.0% | $3,438-50.7% | $3,332-49.2% |
| Admin fee / account holder | $280 | $3,653-92.3% | $5,558-95.0% | $4,645-94.0% |