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 | $69,647 | $87,841-20.7% | $133,980-48.0% | $62,891+10.7% |
| Participation rate | 30.3% | 83.4%-53.1pp | 87.1%-56.8pp | 69.3%-39.0pp |
| Annual return | 8.93% | 12.05%-3.1pp | 29.30%-20.4pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,051 | $4,812-36.6% | $6,282-51.4% | $3,203-4.7% |
| Admin fee / account holder | $8 | $5,371-99.9% | $9,324-99.9% | $4,296-99.8% |