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 | $78,105 | $65,041+20.1% | $90,951-14.1% | $79,858-2.2% |
| Participation rate | 32.7% | 61.6%-29.0pp | 69.0%-36.4pp | 69.6%-37.0pp |
| Annual return | 15.73% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $752 | $1,247-39.7% | $2,122-64.6% | $2,471-69.6% |
| Participant deferral / active EE | $1,609 | $2,512-35.9% | $3,373-52.3% | $3,740-57.0% |
| Admin fee / account holder | $289 | $4,536-93.6% | $5,959-95.2% | $5,306-94.6% |