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 | $127,339 | $65,365+94.8% | $92,893+37.1% | $72,985+74.5% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 19.85% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $621 | $2,594-76.1% | $3,653-83.0% | $2,440-74.5% |
| Participant deferral / active EE | $2,874 | $3,128-8.1% | $4,236-32.2% | $3,607-20.3% |
| Admin fee / account holder | $122 | $4,251-97.1% | $5,794-97.9% | $5,124-97.6% |