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 | $82,287 | $37,426+119.9% | $77,482+6.2% | $79,858+3.0% |
| Participation rate | 16.2% | 41.5%-25.3pp | 54.2%-38.0pp | 69.6%-53.4pp |
| Annual return | 13.00% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $384 | $637-39.7% | $986-61.1% | $2,471-84.5% |
| Participant deferral / active EE | $1,173 | $1,260-6.9% | $1,861-37.0% | $3,740-68.6% |
| Admin fee / account holder | $47 | $2,504-98.1% | $2,858-98.3% | $5,306-99.1% |