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 | $74,051 | $65,365+13.3% | $92,893-20.3% | $72,985+1.5% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 25.30% | 42.10%-16.8pp | 109.41%-84.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,840 | $2,594-29.1% | $3,653-49.6% | $2,440-24.6% |
| Participant deferral / active EE | $3,882 | $3,128+24.1% | $4,236-8.4% | $3,607+7.6% |
| Admin fee / account holder | $154 | $4,251-96.4% | $5,794-97.3% | $5,124-97.0% |