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 | $94,135 | $37,426+151.5% | $77,482+21.5% | $79,858+17.9% |
| Participation rate | 12.5% | 41.5%-29.0pp | 54.2%-41.7pp | 69.6%-57.1pp |
| Annual return | 13.80% | 39.70%-25.9pp | 54.79%-41.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $245 | $637-61.5% | $986-75.2% | $2,471-90.1% |
| Participant deferral / active EE | $925 | $1,260-26.6% | $1,861-50.3% | $3,740-75.3% |
| Admin fee / account holder | $121 | $2,504-95.2% | $2,858-95.8% | $5,306-97.7% |