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 | $48,929 | $81,208-39.7% | $98,907-50.5% | $79,858-38.7% |
| Participation rate | 49.1% | 72.5%-23.4pp | 76.0%-26.9pp | 69.6%-20.5pp |
| Annual return | 15.56% | 60.99%-45.4pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,345 | $1,960-31.4% | $2,689-50.0% | $2,471-45.6% |
| Participant deferral / active EE | $3,495 | $3,265+7.0% | $4,244-17.7% | $3,740-6.6% |
| Admin fee / account holder | $136 | $6,013-97.7% | $6,642-98.0% | $5,306-97.4% |