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 | $65,337 | $64,909+0.7% | $82,313-20.6% | $62,292+4.9% |
| Participation rate | 54.0% | 74.9%-20.9pp | 76.9%-22.9pp | 69.5%-15.5pp |
| Annual return | 17.39% | 21.18%-3.8pp | 25.88%-8.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $1,246 | $1,676-25.6% | $2,428-48.7% | $2,042-39.0% |
| Participant deferral / active EE | $2,933 | $3,103-5.5% | $3,706-20.9% | $3,169-7.4% |
| Admin fee / account holder | $202 | $440-54.1% | $5,608-96.4% | $479-57.9% |