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 5-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 | $55,908 | $127,065-56.0% | $113,168-50.6% | $142,382-60.7% |
| Participation rate | 69.2% | 79.2%-10.0pp | 76.6%-7.3pp | 80.1%-10.9pp |
| Annual return | 14.93% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,415 | $3,442-29.8% | $2,975-18.8% | $4,299-43.8% |
| Participant deferral / active EE | $6,264 | $5,716+9.6% | $5,107+22.7% | $6,507-3.7% |
| Admin fee / account holder | $67 | $15,736-99.6% | $12,068-99.4% | $12,624-99.5% |