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 | $151,855 | $95,803+58.5% | $113,168+34.2% | $84,808+79.1% |
| Participation rate | 48.8% | 72.9%-24.0pp | 76.6%-27.7pp | 68.3%-19.5pp |
| Annual return | 16.33% | 25.00%-8.7pp | 24.27%-7.9pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,345 | $2,360-0.6% | $2,975-21.2% | $2,631-10.9% |
| Participant deferral / active EE | $4,321 | $4,242+1.9% | $5,107-15.4% | $4,212+2.6% |
| Admin fee / account holder | $140 | $8,989-98.4% | $12,068-98.8% | $7,344-98.1% |