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 | $83,492 | $82,882+0.7% | $127,761-34.6% | $72,985+14.4% |
| Participation rate | 51.1% | 71.5%-20.4pp | 79.0%-27.9pp | 69.5%-18.4pp |
| Annual return | 33.52% | 32.20%+1.3pp | 26.14%+7.4pp | 81.00%-47.5pp |
| Employer contribution / active EE | $2,800 | $3,346-16.3% | $4,574-38.8% | $2,440+14.7% |
| Participant deferral / active EE | $4,090 | $4,791-14.6% | $6,021-32.1% | $3,607+13.4% |
| Admin fee / account holder | $0 | $6,487-100.0% | $9,395-100.0% | $5,124-100.0% |