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 8-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 | $48,029 | $90,503-46.9% | $78,689-39.0% | $273,961-82.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 16.51% | 75.60%-59.1pp | 62.18%-45.7pp | 41.45%-24.9pp |
| Employer contribution / active EE | $1,579 | $3,176-50.3% | $2,851-44.6% | $4,869-67.6% |
| Participant deferral / active EE | $4,389 | $3,901+12.5% | $3,517+24.8% | $5,287-17.0% |
| Admin fee / account holder | $61 | $5,263-98.8% | $4,510-98.6% | $10,132-99.4% |