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 | $114,285 | $56,114+103.7% | $96,139+18.9% | $85,850+33.1% |
| Participation rate | 36.0% | 56.7%-20.7pp | 68.4%-32.4pp | 69.3%-33.3pp |
| Annual return | 15.52% | 42.30%-26.8pp | 191.94%-176.4pp | 318.53%-303.0pp |
| Employer contribution / active EE | $897 | $1,620-44.6% | $2,797-67.9% | $2,565-65.0% |
| Participant deferral / active EE | $1,809 | $2,859-36.7% | $4,349-58.4% | $3,952-54.2% |
| Admin fee / account holder | $201 | $3,768-94.7% | $5,537-96.4% | $6,260-96.8% |