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 | $78,261 | $72,277+8.3% | $101,248-22.7% | $79,858-2.0% |
| Participation rate | 29.5% | 68.5%-38.9pp | 75.8%-46.3pp | 69.6%-40.1pp |
| Annual return | 16.45% | 22.30%-5.8pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $821 | $2,692-69.5% | $3,660-77.6% | $2,471-66.8% |
| Participant deferral / active EE | $1,793 | $3,282-45.4% | $4,370-59.0% | $3,740-52.1% |
| Admin fee / account holder | $196 | $4,400-95.5% | $5,945-96.7% | $5,306-96.3% |