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 | $56,147 | $52,580+6.8% | $71,671-21.7% | $70,131-19.9% |
| Participation rate | 27.6% | 60.9%-33.3pp | 68.7%-41.2pp | 69.5%-42.0pp |
| Annual return | 13.63% | 20.25%-6.6pp | 20.65%-7.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,322 | $1,616-18.2% | $2,460-46.3% | $2,342-43.6% |
| Participant deferral / active EE | $2,496 | $2,386+4.6% | $3,438-27.4% | $3,332-25.1% |
| Admin fee / account holder | $295 | $3,653-91.9% | $5,558-94.7% | $4,645-93.6% |