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 | $40,413 | $78,422-48.5% | $95,952-57.9% | $79,858-49.4% |
| Participation rate | 46.7% | 73.5%-26.8pp | 77.1%-30.4pp | 69.6%-23.0pp |
| Annual return | 20.98% | 19.37%+1.6pp | 91.61%-70.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $1,059 | $1,945-45.6% | $2,541-58.3% | $2,471-57.2% |
| Participant deferral / active EE | $2,371 | $3,440-31.1% | $4,167-43.1% | $3,740-36.6% |
| Admin fee / account holder | $124 | $5,622-97.8% | $6,795-98.2% | $5,306-97.7% |