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 | $196,539 | $153,772+27.8% | $133,980+46.7% | $273,961-28.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.24% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,462 | $6,029-75.8% | $5,211-71.9% | $4,869-70.0% |
| Participant deferral / active EE | $6,400 | $6,958-8.0% | $6,282+1.9% | $5,287+21.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |