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 | $137,581 | $67,606+103.5% | $82,313+67.1% | $70,131+96.2% |
| Participation rate | 62.5% | 72.8%-10.3pp | 76.9%-14.4pp | 69.5%-7.0pp |
| Annual return | 18.34% | 21.57%-3.2pp | 25.88%-7.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,473 | $1,755+40.9% | $2,428+1.9% | $2,342+5.6% |
| Participant deferral / active EE | $4,475 | $2,987+49.8% | $3,706+20.7% | $3,332+34.3% |
| Admin fee / account holder | $121 | $4,512-97.3% | $5,608-97.8% | $4,645-97.4% |