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 | $34,019 | $81,248-58.1% | $155,509-78.1% | $80,856-57.9% |
| Participation rate | 58.6% | 66.2%-7.6pp | 78.2%-19.6pp | 67.6%-9.0pp |
| Annual return | 20.39% | 33.31%-12.9pp | 64.67%-44.3pp | 35.59%-15.2pp |
| Employer contribution / active EE | $3,149 | $3,100+1.6% | $4,672-32.6% | $2,755+14.3% |
| Participant deferral / active EE | $2,873 | $3,452-16.8% | $5,626-48.9% | $4,296-33.1% |
| Admin fee / account holder | $188 | $7,997-97.7% | $15,912-98.8% | $6,918-97.3% |