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 | $35,485 | $91,552-61.2% | $133,956-73.5% | $79,858-55.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 16.68% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,605 | $2,384+9.3% | $3,919-33.5% | $2,471+5.4% |
| Participant deferral / active EE | $5,012 | $3,733+34.2% | $5,048-0.7% | $3,740+34.0% |
| Admin fee / account holder | $45 | $6,321-99.3% | $8,927-99.5% | $5,306-99.1% |