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 | $91,127 | $54,762+66.4% | $90,281+0.9% | $72,985+24.9% |
| Participation rate | 27.6% | 65.1%-37.6pp | 73.3%-45.7pp | 69.5%-41.9pp |
| Annual return | 23.78% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $690 | $2,092-67.0% | $2,854-75.8% | $2,440-71.7% |
| Participant deferral / active EE | $1,605 | $2,887-44.4% | $3,885-58.7% | $3,607-55.5% |
| Admin fee / account holder | $1 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |