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 | $131,031 | $117,983+11.1% | $101,794+28.7% | $142,382-8.0% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,529 | $2,773-44.9% | $2,289-33.2% | $4,299-64.4% |
| Participant deferral / active EE | $5,126 | $4,714+8.7% | $4,084+25.5% | $6,507-21.2% |
| Admin fee / account holder | $232 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |