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 | $52,704 | $58,523-9.9% | $99,443-47.0% | $72,985-27.8% |
| Participation rate | 44.6% | 64.6%-20.0pp | 73.8%-29.2pp | 69.5%-24.8pp |
| Annual return | 22.24% | 28.51%-6.3pp | 30.72%-8.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,394 | $1,512-7.8% | $2,540-45.1% | $2,440-42.9% |
| Participant deferral / active EE | $1,964 | $2,606-24.6% | $3,619-45.7% | $3,607-45.6% |
| Admin fee / account holder | $281 | $4,102-93.2% | $6,250-95.5% | $5,124-94.5% |