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 8-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 | $62,882 | $81,460-22.8% | $103,333-39.1% | $80,856-22.2% |
| Participation rate | 56.3% | 66.8%-10.6pp | 74.5%-18.3pp | 67.6%-11.4pp |
| Annual return | 13.93% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,170 | $3,105-62.3% | $3,868-69.7% | $2,755-57.5% |
| Participant deferral / active EE | $5,615 | $3,869+45.1% | $5,057+11.0% | $4,296+30.7% |
| Admin fee / account holder | $293 | $6,566-95.5% | $8,355-96.5% | $6,918-95.8% |