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 | $141,678 | $53,018+167.2% | $70,014+102.4% | $62,891+125.3% |
| Participation rate | 34.6% | 67.2%-32.6pp | 71.8%-37.2pp | 69.3%-34.7pp |
| Annual return | 8.28% | 13.35%-5.1pp | 12.99%-4.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,025 | $1,799-43.0% | $2,338-56.2% | $2,281-55.1% |
| Participant deferral / active EE | $2,048 | $2,395-14.5% | $2,931-30.1% | $3,203-36.1% |
| Admin fee / account holder | $133 | $3,690-96.4% | $4,380-97.0% | $4,296-96.9% |