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 | $69,742 | $81,460-14.4% | $103,333-32.5% | $80,856-13.7% |
| Participation rate | 58.2% | 66.8%-8.7pp | 74.5%-16.3pp | 67.6%-9.5pp |
| Annual return | 12.87% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,803 | $3,105-41.9% | $3,868-53.4% | $2,755-34.5% |
| Participant deferral / active EE | $3,252 | $3,869-15.9% | $5,057-35.7% | $4,296-24.3% |
| Admin fee / account holder | $97 | $6,566-98.5% | $8,355-98.8% | $6,918-98.6% |