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 | $84,741 | $163,101-48.0% | $136,749-38.0% | $142,382-40.5% |
| Participation rate | 54.5% | 78.2%-23.7pp | 72.1%-17.6pp | 80.1%-25.6pp |
| Annual return | 13.62% | 27.54%-13.9pp | 24.33%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,056 | $4,117-74.3% | $3,400-68.9% | $4,299-75.4% |
| Participant deferral / active EE | $4,523 | $5,585-19.0% | $4,692-3.6% | $6,507-30.5% |
| Admin fee / account holder | $172 | $14,318-98.8% | $11,386-98.5% | $12,624-98.6% |