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 | $140,671 | $127,065+10.7% | $113,168+24.3% | $142,382-1.2% |
| Participation rate | 68.8% | 79.2%-10.5pp | 76.6%-7.8pp | 80.1%-11.4pp |
| Annual return | 11.96% | 24.03%-12.1pp | 24.27%-12.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,639 | $3,442-23.3% | $2,975-11.3% | $4,299-38.6% |
| Participant deferral / active EE | $4,602 | $5,716-19.5% | $5,107-9.9% | $6,507-29.3% |
| Admin fee / account holder | $107 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |