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 5-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 | $95,961 | $94,625+1.4% | $116,228-17.4% | $84,808+13.2% |
| Participation rate | 28.6% | 70.4%-41.9pp | 74.6%-46.0pp | 68.3%-39.7pp |
| Annual return | 20.94% | 20.40%+0.5pp | 90.06%-69.1pp | 40.90%-20.0pp |
| Employer contribution / active EE | $848 | $2,347-63.9% | $2,994-71.7% | $2,631-67.8% |
| Participant deferral / active EE | $3,835 | $3,972-3.5% | $4,953-22.6% | $4,212-8.9% |
| Admin fee / account holder | $72 | $10,091-99.3% | $11,989-99.4% | $7,344-99.0% |