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 | $45,292 | $56,897-20.4% | $84,750-46.6% | $62,891-28.0% |
| Participation rate | 16.1% | 68.5%-52.5pp | 76.6%-60.5pp | 69.3%-53.2pp |
| Annual return | 9.07% | 6.30%+2.8pp | 22.78%-13.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $570 | $2,400-76.3% | $3,574-84.1% | $2,281-75.0% |
| Participant deferral / active EE | $1,276 | $2,709-52.9% | $3,712-65.6% | $3,203-60.2% |
| Admin fee / account holder | $64 | $3,581-98.2% | $5,332-98.8% | $4,296-98.5% |