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 | $90,587 | $95,803-5.4% | $113,168-20.0% | $84,808+6.8% |
| Participation rate | 59.1% | 72.9%-13.8pp | 76.6%-17.5pp | 68.3%-9.2pp |
| Annual return | 18.83% | 25.00%-6.2pp | 24.27%-5.4pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,644 | $2,360-30.3% | $2,975-44.8% | $2,631-37.5% |
| Participant deferral / active EE | $3,309 | $4,242-22.0% | $5,107-35.2% | $4,212-21.4% |
| Admin fee / account holder | $33 | $8,989-99.6% | $12,068-99.7% | $7,344-99.5% |