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 | $51,494 | $39,122+31.6% | $57,179-9.9% | $62,891-18.1% |
| Participation rate | 64.0% | 70.5%-6.5pp | 75.3%-11.3pp | 69.3%-5.3pp |
| Annual return | 6.14% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,386 | $1,874+27.3% | $2,682-11.0% | $2,281+4.6% |
| Participant deferral / active EE | $4,681 | $2,374+97.2% | $3,096+51.2% | $3,203+46.1% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |