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 | $62,131 | $81,460-23.7% | $103,333-39.9% | $80,856-23.2% |
| Participation rate | 30.0% | 66.8%-36.8pp | 74.5%-44.5pp | 67.6%-37.6pp |
| Annual return | 11.26% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,120 | $3,105-63.9% | $3,868-71.0% | $2,755-59.3% |
| Participant deferral / active EE | $2,352 | $3,869-39.2% | $5,057-53.5% | $4,296-45.2% |
| Admin fee / account holder | $146 | $6,566-97.8% | $8,355-98.3% | $6,918-97.9% |