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 | $73,679 | $89,753-17.9% | $107,525-31.5% | $84,808-13.1% |
| Participation rate | 62.1% | 68.1%-5.9pp | 75.1%-13.0pp | 68.3%-6.2pp |
| Annual return | 13.11% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,521 | $3,113-19.0% | $3,754-32.8% | $2,631-4.2% |
| Participant deferral / active EE | $5,077 | $4,056+25.2% | $5,116-0.8% | $4,212+20.5% |
| Admin fee / account holder | $11 | $7,222-99.8% | $8,919-99.9% | $7,344-99.8% |