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 | $63,046 | $84,233-25.2% | $170,442-63.0% | $70,131-10.1% |
| Participation rate | 69.1% | 70.8%-1.7pp | 83.6%-14.5pp | 69.5%-0.5pp |
| Annual return | 16.23% | 23.06%-6.8pp | 205.93%-189.7pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,551 | $3,387-54.2% | $5,433-71.5% | $2,342-33.8% |
| Participant deferral / active EE | $2,444 | $3,086-20.8% | $4,939-50.5% | $3,332-26.6% |
| Admin fee / account holder | $59 | $5,698-99.0% | $13,880-99.6% | $4,645-98.7% |