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 | $45,733 | $89,355-48.8% | $141,162-67.6% | $72,985-37.3% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 23.10% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,692 | $3,114-45.7% | $4,735-64.3% | $2,440-30.7% |
| Participant deferral / active EE | $3,716 | $5,418-31.4% | $6,709-44.6% | $3,607+3.0% |
| Admin fee / account holder | $215 | $5,958-96.4% | $10,261-97.9% | $5,124-95.8% |