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 | $50,724 | $181,894-72.1% | $156,549-67.6% | $273,961-81.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 6.39% | 30.74%-24.4pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,172 | $6,248-33.2% | $5,501-24.2% | $4,869-14.3% |
| Participant deferral / active EE | $6,815 | $5,550+22.8% | $4,871+39.9% | $5,287+28.9% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |