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 | $44,321 | $152,587-71.0% | $125,175-64.6% | $152,861-71.0% |
| Participation rate | 63.6% | 83.3%-19.7pp | 79.8%-16.1pp | 82.4%-18.8pp |
| Annual return | 20.83% | 54.84%-34.0pp | 43.79%-23.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,449 | $4,946-70.7% | $3,865-62.5% | $4,762-69.6% |
| Participant deferral / active EE | $3,014 | $5,868-48.6% | $4,937-39.0% | $5,850-48.5% |
| Admin fee / account holder | $175 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |