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 | $68,276 | $51,708+32.0% | $106,619-36.0% | $62,891+8.6% |
| Participation rate | 67.7% | 66.9%+0.9pp | 78.0%-10.3pp | 69.3%-1.6pp |
| Annual return | 7.24% | 4.69%+2.6pp | 9.42%-2.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,149 | $1,764-34.9% | $3,947-70.9% | $2,281-49.6% |
| Participant deferral / active EE | $2,623 | $2,315+13.3% | $3,930-33.3% | $3,203-18.1% |
| Admin fee / account holder | $136 | $3,349-96.0% | $6,418-97.9% | $4,296-96.8% |