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 | $112,156 | $80,717+38.9% | $154,803-27.5% | $84,808+32.2% |
| Participation rate | 61.5% | 66.8%-5.3pp | 78.1%-16.5pp | 68.3%-6.8pp |
| Annual return | 17.31% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,822 | $2,761-34.0% | $4,305-57.7% | $2,631-30.7% |
| Participant deferral / active EE | $5,162 | $3,303+56.3% | $5,540-6.8% | $4,212+22.6% |
| Admin fee / account holder | $205 | $6,746-97.0% | $14,329-98.6% | $7,344-97.2% |