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 | $49,954 | $73,933-32.4% | $96,683-48.3% | $75,163-33.5% |
| Participation rate | 34.1% | 66.4%-32.3pp | 74.3%-40.3pp | 67.2%-33.1pp |
| Annual return | 14.84% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,134 | $2,928-61.3% | $3,737-69.7% | $2,670-57.5% |
| Participant deferral / active EE | $2,382 | $3,659-34.9% | $4,878-51.2% | $4,125-42.2% |
| Admin fee / account holder | $2 | $5,216-100.0% | $6,730-100.0% | $5,651-100.0% |