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 | $33,127 | $63,299-47.7% | $91,001-63.6% | $62,292-46.8% |
| Participation rate | 52.9% | 73.3%-20.4pp | 75.6%-22.7pp | 69.5%-16.6pp |
| Annual return | 17.74% | 20.99%-3.3pp | 4.60%+13.1pp | 28.90%-11.2pp |
| Employer contribution / active EE | $911 | $1,807-49.6% | $2,456-62.9% | $2,042-55.4% |
| Participant deferral / active EE | $1,648 | $2,943-44.0% | $3,547-53.6% | $3,169-48.0% |
| Admin fee / account holder | $122 | $468-73.8% | $5,417-97.7% | $479-74.5% |