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 | $59,453 | $54,541+9.0% | $78,778-24.5% | $70,131-15.2% |
| Participation rate | 64.3% | 60.8%+3.5pp | 69.2%-4.9pp | 69.5%-5.3pp |
| Annual return | 28.79% | 21.07%+7.7pp | 35.62%-6.8pp | 73.14%-44.3pp |
| Employer contribution / active EE | $1,075 | $1,089-1.3% | $1,986-45.9% | $2,342-54.1% |
| Participant deferral / active EE | $2,335 | $2,210+5.7% | $2,958-21.1% | $3,332-29.9% |
| Admin fee / account holder | $186 | $3,709-95.0% | $5,134-96.4% | $4,645-96.0% |