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 | $136,953 | $106,584+28.5% | $101,326+35.2% | $142,382-3.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 22.61% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,575 | $3,956-34.9% | $3,665-29.7% | $4,299-40.1% |
| Participant deferral / active EE | $6,061 | $8,297-27.0% | $7,994-24.2% | $6,507-6.9% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |