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 | $76,178 | $72,492+5.1% | $87,100-12.5% | $72,985+4.4% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 24.00% | 24.46%-0.5pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,614 | $1,894-14.8% | $2,521-36.0% | $2,440-33.9% |
| Participant deferral / active EE | $2,125 | $3,270-35.0% | $4,049-47.5% | $3,607-41.1% |
| Admin fee / account holder | $291 | $5,055-94.2% | $7,497-96.1% | $5,124-94.3% |