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 | $26,582 | $90,745-70.7% | $130,231-79.6% | $75,163-64.6% |
| Participation rate | 59.3% | 71.1%-11.8pp | 76.3%-17.0pp | 67.2%-7.9pp |
| Annual return | 16.96% | 34.45%-17.5pp | 38.77%-21.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $754 | $3,314-77.2% | $4,126-81.7% | $2,670-71.7% |
| Participant deferral / active EE | $2,056 | $5,362-61.7% | $6,799-69.8% | $4,125-50.2% |
| Admin fee / account holder | $185 | $6,331-97.1% | $6,020-96.9% | $5,651-96.7% |