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 | $56,987 | $53,777+6.0% | $134,143-57.5% | $79,858-28.6% |
| Participation rate | 42.9% | 58.8%-15.9pp | 72.2%-29.3pp | 69.6%-26.8pp |
| Annual return | 24.91% | 19.01%+5.9pp | 36.33%-11.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $1,003 | $1,321-24.1% | $3,704-72.9% | $2,471-59.4% |
| Participant deferral / active EE | $2,771 | $2,420+14.5% | $3,499-20.8% | $3,740-25.9% |
| Admin fee / account holder | $2 | $3,984-99.9% | $6,684-100.0% | $5,306-100.0% |