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 5-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 | $58,585 | $79,944-26.7% | $98,439-40.5% | $75,163-22.1% |
| Participation rate | 66.2% | 70.4%-4.2pp | 75.2%-9.0pp | 67.2%-1.0pp |
| Annual return | 19.06% | 19.75%-0.7pp | 21.16%-2.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,555 | $2,264-31.3% | $3,048-49.0% | $2,670-41.8% |
| Participant deferral / active EE | $2,701 | $3,752-28.0% | $4,738-43.0% | $4,125-34.5% |
| Admin fee / account holder | $189 | $6,840-97.2% | $8,948-97.9% | $5,651-96.7% |