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 | $24,817 | $153,311-83.8% | $109,313-77.3% | $273,961-90.9% |
| Participation rate | 62.5% | 80.1%-17.6pp | 71.3%-8.8pp | 83.0%-20.5pp |
| Annual return | 8.55% | 29.86%-21.3pp | 22.07%-13.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,250 | $5,619-77.8% | $3,892-67.9% | $4,869-74.3% |
| Participant deferral / active EE | $1,268 | $3,932-67.7% | $3,166-60.0% | $5,287-76.0% |
| Admin fee / account holder | $153 | $8,076-98.1% | $5,666-97.3% | $10,132-98.5% |