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 | $38,270 | $51,175-25.2% | $70,515-45.7% | $75,163-49.1% |
| Participation rate | 60.4% | 60.9%-0.6pp | 68.3%-8.0pp | 67.2%-6.8pp |
| Annual return | 24.59% | 30.02%-5.4pp | 32.77%-8.2pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,739 | $1,826-4.8% | $2,973-41.5% | $2,670-34.9% |
| Participant deferral / active EE | $7,415 | $2,849+160.2% | $4,567+62.4% | $4,125+79.7% |
| Admin fee / account holder | $251 | $4,091-93.9% | $6,412-96.1% | $5,651-95.6% |