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 | $145,088 | $100,326+44.6% | $180,183-19.5% | $84,808+71.1% |
| Participation rate | 69.2% | 71.0%-1.8pp | 77.4%-8.2pp | 68.3%+0.9pp |
| Annual return | 16.62% | 17.86%-1.2pp | 27.86%-11.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,957 | $3,269-40.1% | $5,039-61.2% | $2,631-25.6% |
| Participant deferral / active EE | $5,563 | $5,066+9.8% | $6,822-18.5% | $4,212+32.1% |
| Admin fee / account holder | $91 | $9,674-99.1% | $19,975-99.5% | $7,344-98.8% |