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 | $181,769 | $81,460+123.1% | $103,333+75.9% | $80,856+124.8% |
| Participation rate | 28.0% | 66.8%-38.8pp | 74.5%-46.5pp | 67.6%-39.6pp |
| Annual return | 14.84% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,687 | $3,869-56.4% | $5,057-66.6% | $4,296-60.7% |
| Admin fee / account holder | $171 | $6,566-97.4% | $8,355-98.0% | $6,918-97.5% |