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 5-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 | $36,373 | $94,625-61.6% | $116,228-68.7% | $84,808-57.1% |
| Participation rate | 54.4% | 70.4%-16.1pp | 74.6%-20.2pp | 68.3%-13.9pp |
| Annual return | 21.43% | 20.40%+1.0pp | 90.06%-68.6pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,749 | $2,347-25.5% | $2,994-41.6% | $2,631-33.5% |
| Participant deferral / active EE | $3,239 | $3,972-18.5% | $4,953-34.6% | $4,212-23.1% |
| Admin fee / account holder | $81 | $10,091-99.2% | $11,989-99.3% | $7,344-98.9% |