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 | $126,139 | $95,803+31.7% | $113,168+11.5% | $84,808+48.7% |
| Participation rate | 68.2% | 72.9%-4.7pp | 76.6%-8.4pp | 68.3%-0.1pp |
| Annual return | 14.15% | 25.00%-10.9pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,062 | $2,360-55.0% | $2,975-64.3% | $2,631-59.6% |
| Participant deferral / active EE | $5,284 | $4,242+24.6% | $5,107+3.5% | $4,212+25.5% |
| Admin fee / account holder | $12 | $8,989-99.9% | $12,068-99.9% | $7,344-99.8% |