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 | $110,077 | $57,065+92.9% | $75,670+45.5% | $70,131+57.0% |
| Participation rate | 30.6% | 68.1%-37.5pp | 72.3%-41.7pp | 69.5%-38.9pp |
| Annual return | 12.11% | 23.57%-11.5pp | 27.34%-15.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $715 | $1,817-60.6% | $2,352-69.6% | $2,342-69.5% |
| Participant deferral / active EE | $2,341 | $2,580-9.3% | $3,142-25.5% | $3,332-29.7% |
| Admin fee / account holder | $1 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |