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 | $172,214 | $60,022+186.9% | $88,946+93.6% | $84,808+103.1% |
| Participation rate | 17.1% | 57.8%-40.8pp | 68.8%-51.8pp | 68.3%-51.2pp |
| Annual return | 17.05% | 22.43%-5.4pp | 57.82%-40.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $580 | $1,703-65.9% | $2,555-77.3% | $2,631-78.0% |
| Participant deferral / active EE | $2,361 | $3,114-24.2% | $4,581-48.5% | $4,212-43.9% |
| Admin fee / account holder | $0 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |