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 | $87,547 | $107,452-18.5% | $91,541-4.4% | $142,382-38.5% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.8%-14.2pp | 80.1%-24.6pp |
| Annual return | 23.23% | 22.06%+1.2pp | 20.50%+2.7pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,446 | $2,994-18.3% | $2,505-2.3% | $4,299-43.1% |
| Participant deferral / active EE | $5,810 | $4,754+22.2% | $4,008+45.0% | $6,507-10.7% |
| Admin fee / account holder | $17 | $8,834-99.8% | $6,956-99.8% | $12,624-99.9% |