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 | $57,725 | $45,035+28.2% | $62,995-8.4% | $70,131-17.7% |
| Participation rate | 33.3% | 69.5%-36.2pp | 74.8%-41.5pp | 69.5%-36.2pp |
| Annual return | 11.80% | 18.76%-7.0pp | 87.57%-75.8pp | 73.14%-61.3pp |
| Employer contribution / active EE | $692 | $2,051-66.3% | $2,759-74.9% | $2,342-70.5% |
| Participant deferral / active EE | $1,686 | $2,465-31.6% | $3,329-49.4% | $3,332-49.4% |
| Admin fee / account holder | $61 | $2,834-97.9% | $3,600-98.3% | $4,645-98.7% |