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 | $86,699 | $163,101-46.8% | $136,749-36.6% | $142,382-39.1% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 14.24% | 27.54%-13.3pp | 24.33%-10.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,569 | $4,117-61.9% | $3,400-53.9% | $4,299-63.5% |
| Participant deferral / active EE | $7,989 | $5,585+43.0% | $4,692+70.3% | $6,507+22.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |