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 | $58,384 | $72,277-19.2% | $101,248-42.3% | $79,858-26.9% |
| Participation rate | 62.7% | 68.5%-5.7pp | 75.8%-13.1pp | 69.6%-6.9pp |
| Annual return | 25.77% | 22.30%+3.5pp | 46.47%-20.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,595 | $2,692-3.6% | $3,660-29.1% | $2,471+5.0% |
| Participant deferral / active EE | $4,360 | $3,282+32.8% | $4,370-0.2% | $3,740+16.6% |
| Admin fee / account holder | $134 | $4,400-97.0% | $5,945-97.7% | $5,306-97.5% |