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 | $76,770 | $54,762+40.2% | $90,281-15.0% | $72,985+5.2% |
| Participation rate | 31.6% | 65.1%-33.6pp | 73.3%-41.7pp | 69.5%-37.9pp |
| Annual return | 25.41% | 30.63%-5.2pp | 78.10%-52.7pp | 81.00%-55.6pp |
| Employer contribution / active EE | $621 | $2,092-70.3% | $2,854-78.2% | $2,440-74.5% |
| Participant deferral / active EE | $1,041 | $2,887-64.0% | $3,885-73.2% | $3,607-71.2% |
| Admin fee / account holder | $289 | $3,972-92.7% | $5,351-94.6% | $5,124-94.4% |