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 | $75,878 | $181,894-58.3% | $156,549-51.5% | $273,961-72.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,331 | $6,248-78.7% | $5,501-75.8% | $4,869-72.7% |
| Participant deferral / active EE | $3,192 | $5,550-42.5% | $4,871-34.5% | $5,287-39.6% |
| Admin fee / account holder | $5 | $15,559-100.0% | $13,027-100.0% | $10,132-99.9% |