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 | $139,509 | $99,341+40.4% | $84,750+64.6% | $273,961-49.1% |
| Participation rate | 31.3% | 80.7%-49.4pp | 76.6%-45.3pp | 83.0%-51.8pp |
| Annual return | 6.60% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,857 | $4,269-56.5% | $3,712-50.0% | $5,287-64.9% |
| Admin fee / account holder | $141 | $6,644-97.9% | $5,332-97.4% | $10,132-98.6% |