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 | $91,653 | $46,869+95.6% | $122,332-25.1% | $70,131+30.7% |
| Participation rate | 31.6% | 58.2%-26.6pp | 71.6%-40.1pp | 69.5%-38.0pp |
| Annual return | 17.40% | 24.22%-6.8pp | 30.27%-12.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $843 | $1,288-34.6% | $4,050-79.2% | $2,342-64.0% |
| Participant deferral / active EE | $1,812 | $2,166-16.4% | $3,287-44.9% | $3,332-45.6% |
| Admin fee / account holder | $178 | $3,322-94.6% | $5,478-96.7% | $4,645-96.2% |