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 | $54,194 | $86,929-37.7% | $102,423-47.1% | $80,856-33.0% |
| Participation rate | 60.9% | 72.4%-11.5pp | 76.5%-15.6pp | 67.6%-6.8pp |
| Annual return | 11.96% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,543 | $2,369-34.9% | $3,023-49.0% | $2,755-44.0% |
| Participant deferral / active EE | $3,088 | $4,118-25.0% | $5,053-38.9% | $4,296-28.1% |
| Admin fee / account holder | $249 | $8,049-96.9% | $9,451-97.4% | $6,918-96.4% |