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 | $58,544 | $153,772-61.9% | $133,980-56.3% | $273,961-78.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 6.81% | 36.51%-29.7pp | 29.30%-22.5pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,523 | $6,029-58.2% | $5,211-51.6% | $4,869-48.2% |
| Participant deferral / active EE | $11,672 | $6,958+67.7% | $6,282+85.8% | $5,287+120.8% |
| Admin fee / account holder | $103 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |