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 | $65,227 | $88,370-26.2% | $112,977-42.3% | $79,858-18.3% |
| Participation rate | 20.0% | 76.8%-56.8pp | 82.6%-62.6pp | 69.6%-49.6pp |
| Annual return | 24.46% | 23.16%+1.3pp | 24.24%+0.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,053 | $3,398-69.0% | $4,255-75.3% | $2,471-57.4% |
| Participant deferral / active EE | $2,588 | $4,536-42.9% | $5,836-55.7% | $3,740-30.8% |
| Admin fee / account holder | $8 | $5,750-99.9% | $6,294-99.9% | $5,306-99.9% |