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 7-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 | $79,021 | $81,248-2.7% | $155,509-49.2% | $80,856-2.3% |
| Participation rate | 40.0% | 66.2%-26.2pp | 78.2%-38.2pp | 67.6%-27.6pp |
| Annual return | 13.92% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,346 | $3,100+72.4% | $4,672+14.4% | $2,755+94.1% |
| Participant deferral / active EE | $3,651 | $3,452+5.8% | $5,626-35.1% | $4,296-15.0% |
| Admin fee / account holder | $11 | $7,997-99.9% | $15,912-99.9% | $6,918-99.8% |