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 | $110,468 | $78,672+40.4% | $109,143+1.2% | $85,850+28.7% |
| Participation rate | 43.6% | 68.3%-24.7pp | 75.9%-32.3pp | 69.3%-25.7pp |
| Annual return | 30.79% | 25.09%+5.7pp | 25.75%+5.0pp | 318.53%-287.7pp |
| Employer contribution / active EE | $989 | $2,735-63.8% | $3,722-73.4% | $2,565-61.4% |
| Participant deferral / active EE | $2,032 | $3,467-41.4% | $4,653-56.3% | $3,952-48.6% |
| Admin fee / account holder | $254 | $5,469-95.4% | $6,752-96.2% | $6,260-95.9% |