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 | $57,186 | $46,553+22.8% | $64,056-10.7% | $75,163-23.9% |
| Participation rate | 28.6% | 65.9%-37.4pp | 72.3%-43.7pp | 67.2%-38.6pp |
| Annual return | 14.97% | 26.03%-11.1pp | 33.69%-18.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,186 | $1,974-39.9% | $2,747-56.8% | $2,670-55.6% |
| Participant deferral / active EE | $2,554 | $2,837-10.0% | $3,880-34.2% | $4,125-38.1% |
| Admin fee / account holder | $8 | $2,952-99.7% | $3,068-99.7% | $5,651-99.9% |