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 | $59,594 | $72,012-17.2% | $185,823-67.9% | $79,858-25.4% |
| Participation rate | 57.7% | 65.8%-8.1pp | 78.0%-20.3pp | 69.6%-11.9pp |
| Annual return | 16.96% | 23.12%-6.2pp | 35.95%-19.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,582 | $1,965+31.4% | $4,087-36.8% | $2,471+4.5% |
| Participant deferral / active EE | $6,010 | $3,779+59.1% | $5,632+6.7% | $3,740+60.7% |
| Admin fee / account holder | $7 | $4,513-99.8% | $9,500-99.9% | $5,306-99.9% |