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 | $71,393 | $54,541+30.9% | $78,778-9.4% | $70,131+1.8% |
| Participation rate | 68.6% | 60.8%+7.8pp | 69.2%-0.6pp | 69.5%-1.0pp |
| Annual return | 24.20% | 21.07%+3.1pp | 35.62%-11.4pp | 73.14%-48.9pp |
| Employer contribution / active EE | $895 | $1,089-17.8% | $1,986-54.9% | $2,342-61.8% |
| Participant deferral / active EE | $2,541 | $2,210+15.0% | $2,958-14.1% | $3,332-23.7% |
| Admin fee / account holder | $143 | $3,709-96.1% | $5,134-97.2% | $4,645-96.9% |