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 | $77,576 | $84,556-8.3% | $116,228-33.3% | $74,304+4.4% |
| Participation rate | 52.2% | 66.0%-13.8pp | 74.6%-22.3pp | 60.3%-8.1pp |
| Annual return | 16.50% | 18.35%-1.9pp | 90.06%-73.6pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,596 | $2,168-26.4% | $2,994-46.7% | $2,241-28.8% |
| Participant deferral / active EE | $3,320 | $3,814-13.0% | $4,953-33.0% | $3,767-11.9% |
| Admin fee / account holder | $63 | $3,792-98.4% | $11,989-99.5% | $2,969-97.9% |