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 | $109,450 | $81,460+34.4% | $103,333+5.9% | $80,856+35.4% |
| Participation rate | 46.5% | 66.8%-20.3pp | 74.5%-28.0pp | 67.6%-21.1pp |
| Annual return | 19.16% | 25.55%-6.4pp | 24.88%-5.7pp | 35.59%-16.4pp |
| Employer contribution / active EE | $1,667 | $3,105-46.3% | $3,868-56.9% | $2,755-39.5% |
| Participant deferral / active EE | $2,843 | $3,869-26.5% | $5,057-43.8% | $4,296-33.8% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |