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 | $94,068 | $78,422+20.0% | $95,952-2.0% | $79,858+17.8% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | 14.25% | 19.37%-5.1pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $869 | $1,945-55.3% | $2,541-65.8% | $2,471-64.8% |
| Participant deferral / active EE | $2,280 | $3,440-33.7% | $4,167-45.3% | $3,740-39.0% |
| Admin fee / account holder | $11 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |