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 | $63,633 | $72,492-12.2% | $87,100-26.9% | $72,985-12.8% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.9%-24.9pp | 69.5%-17.5pp |
| Annual return | 31.31% | 24.46%+6.9pp | 28.19%+3.1pp | 81.00%-49.7pp |
| Employer contribution / active EE | $1,876 | $1,894-0.9% | $2,521-25.6% | $2,440-23.1% |
| Participant deferral / active EE | $3,442 | $3,270+5.3% | $4,049-15.0% | $3,607-4.6% |
| Admin fee / account holder | $211 | $5,055-95.8% | $7,497-97.2% | $5,124-95.9% |