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 | $105,412 | $54,541+93.3% | $78,778+33.8% | $70,131+50.3% |
| Participation rate | 54.8% | 60.8%-6.0pp | 69.2%-14.4pp | 69.5%-14.7pp |
| Annual return | 14.81% | 21.07%-6.3pp | 35.62%-20.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $772 | $1,089-29.1% | $1,986-61.1% | $2,342-67.0% |
| Participant deferral / active EE | $3,044 | $2,210+37.7% | $2,958+2.9% | $3,332-8.6% |
| Admin fee / account holder | $13 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |