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 | $56,367 | $80,717-30.2% | $154,803-63.6% | $84,808-33.5% |
| Participation rate | 65.6% | 66.8%-1.2pp | 78.1%-12.4pp | 68.3%-2.7pp |
| Annual return | 20.60% | 37.96%-17.4pp | 58.88%-38.3pp | 40.90%-20.3pp |
| Employer contribution / active EE | $2,398 | $2,761-13.2% | $4,305-44.3% | $2,631-8.9% |
| Participant deferral / active EE | $6,225 | $3,303+88.4% | $5,540+12.3% | $4,212+47.8% |
| Admin fee / account holder | $39 | $6,746-99.4% | $14,329-99.7% | $7,344-99.5% |