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 | $185,681 | $81,248+128.5% | $155,509+19.4% | $80,856+129.6% |
| Participation rate | 31.4% | 66.2%-34.8pp | 78.2%-46.8pp | 67.6%-36.2pp |
| Annual return | 21.20% | 33.31%-12.1pp | 64.67%-43.5pp | 35.59%-14.4pp |
| Employer contribution / active EE | $867 | $3,100-72.0% | $4,672-81.5% | $2,755-68.5% |
| Participant deferral / active EE | $2,357 | $3,452-31.7% | $5,626-58.1% | $4,296-45.1% |
| Admin fee / account holder | $155 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |