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 | $141,500 | $109,413+29.3% | $156,263-9.4% | $84,808+66.8% |
| Participation rate | 59.3% | 72.7%-13.4pp | 78.9%-19.6pp | 68.3%-9.1pp |
| Annual return | 18.46% | 20.18%-1.7pp | 59.47%-41.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,172 | $2,907-25.3% | $4,333-49.9% | $2,631-17.4% |
| Participant deferral / active EE | $3,563 | $4,590-22.4% | $6,158-42.1% | $4,212-15.4% |
| Admin fee / account holder | $3 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |