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 | $47,640 | $81,460-41.5% | $103,333-53.9% | $80,856-41.1% |
| Participation rate | 48.6% | 66.8%-18.3pp | 74.5%-25.9pp | 67.6%-19.1pp |
| Annual return | 13.19% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,361 | $3,105-56.2% | $3,868-64.8% | $2,755-50.6% |
| Participant deferral / active EE | $3,685 | $3,869-4.8% | $5,057-27.1% | $4,296-14.2% |
| Admin fee / account holder | $98 | $6,566-98.5% | $8,355-98.8% | $6,918-98.6% |