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 | $126,745 | $135,952-6.8% | $123,892+2.3% | $273,961-53.7% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 8.89% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,878 | $5,170-63.7% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $4,545 | $6,343-28.3% | $5,984-24.1% | $5,287-14.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |