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 | $137,338 | $90,503+51.7% | $78,689+74.5% | $273,961-49.9% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 3.11% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,173 | $3,176-63.1% | $2,851-58.8% | $4,869-75.9% |
| Participant deferral / active EE | $4,078 | $3,901+4.5% | $3,517+16.0% | $5,287-22.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |