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 | $46,013 | $54,541-15.6% | $78,778-41.6% | $70,131-34.4% |
| Participation rate | 57.9% | 60.8%-2.9pp | 69.2%-11.3pp | 69.5%-11.6pp |
| Annual return | 17.01% | 21.07%-4.1pp | 35.62%-18.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,736 | $2,210+23.8% | $2,958-7.5% | $3,332-17.9% |
| Admin fee / account holder | $266 | $3,709-92.8% | $5,134-94.8% | $4,645-94.3% |