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 | $140,630 | $54,705+157.1% | $71,209+97.5% | $84,808+65.8% |
| Participation rate | 18.5% | 64.1%-45.6pp | 73.8%-55.2pp | 68.3%-49.8pp |
| Annual return | 22.72% | 35.90%-13.2pp | 282.51%-259.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $639 | $2,158-70.4% | $2,721-76.5% | $2,631-75.7% |
| Participant deferral / active EE | $1,911 | $3,030-36.9% | $4,175-54.2% | $4,212-54.6% |
| Admin fee / account holder | $85 | $4,863-98.3% | $5,349-98.4% | $7,344-98.8% |