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 | $67,076 | $41,377+62.1% | $109,313-38.6% | $62,891+6.7% |
| Participation rate | 61.1% | 57.5%+3.6pp | 71.3%-10.2pp | 69.3%-8.2pp |
| Annual return | 12.45% | 11.05%+1.4pp | 22.07%-9.6pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,236 | $1,276-3.1% | $3,892-68.2% | $2,281-45.8% |
| Participant deferral / active EE | $3,935 | $2,045+92.4% | $3,166+24.3% | $3,203+22.8% |
| Admin fee / account holder | $296 | $2,884-89.8% | $5,666-94.8% | $4,296-93.1% |