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 | $29,634 | $55,706-46.8% | $75,886-60.9% | $72,985-59.4% |
| Participation rate | 47.2% | 61.1%-14.0pp | 69.3%-22.1pp | 69.5%-22.3pp |
| Annual return | 27.51% | 27.59%-0.1pp | 30.76%-3.2pp | 81.00%-53.5pp |
| Employer contribution / active EE | $629 | $1,687-62.7% | $2,500-74.8% | $2,440-74.2% |
| Participant deferral / active EE | $2,482 | $2,634-5.8% | $3,603-31.1% | $3,607-31.2% |
| Admin fee / account holder | $190 | $3,978-95.2% | $5,418-96.5% | $5,124-96.3% |