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 6-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 | $46,536 | $86,929-46.5% | $102,423-54.6% | $80,856-42.4% |
| Participation rate | 61.4% | 72.4%-11.0pp | 76.5%-15.1pp | 67.6%-6.3pp |
| Annual return | 16.44% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.2pp |
| Employer contribution / active EE | $1,651 | $2,369-30.3% | $3,023-45.4% | $2,755-40.1% |
| Participant deferral / active EE | $3,541 | $4,118-14.0% | $5,053-29.9% | $4,296-17.6% |
| Admin fee / account holder | $210 | $8,049-97.4% | $9,451-97.8% | $6,918-97.0% |