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 | $95,284 | $99,341-4.1% | $84,750+12.4% | $273,961-65.2% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 4.95% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,418 | $4,214+28.6% | $3,574+51.6% | $4,869+11.3% |
| Participant deferral / active EE | $3,741 | $4,269-12.4% | $3,712+0.8% | $5,287-29.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |