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 | $56,418 | $57,065-1.1% | $75,670-25.4% | $70,131-19.6% |
| Participation rate | 65.3% | 68.1%-2.8pp | 72.3%-7.0pp | 69.5%-4.2pp |
| Annual return | 13.59% | 23.57%-10.0pp | 27.34%-13.8pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,932 | $1,817+6.3% | $2,352-17.9% | $2,342-17.5% |
| Participant deferral / active EE | $3,126 | $2,580+21.2% | $3,142-0.5% | $3,332-6.2% |
| Admin fee / account holder | $13 | $3,825-99.7% | $5,800-99.8% | $4,645-99.7% |