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 | $93,507 | $72,277+29.4% | $101,248-7.6% | $79,858+17.1% |
| Participation rate | 65.5% | 68.5%-2.9pp | 75.8%-10.3pp | 69.6%-4.1pp |
| Annual return | 17.00% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,548 | $2,692-42.5% | $3,660-57.7% | $2,471-37.3% |
| Participant deferral / active EE | $2,661 | $3,282-18.9% | $4,370-39.1% | $3,740-28.9% |
| Admin fee / account holder | $146 | $4,400-96.7% | $5,945-97.5% | $5,306-97.3% |