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 | $61,006 | $109,413-44.2% | $156,263-61.0% | $84,808-28.1% |
| Participation rate | 61.3% | 72.7%-11.4pp | 78.9%-17.6pp | 68.3%-7.0pp |
| Annual return | 17.12% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,250 | $2,907-57.0% | $4,333-71.2% | $2,631-52.5% |
| Participant deferral / active EE | $2,649 | $4,590-42.3% | $6,158-57.0% | $4,212-37.1% |
| Admin fee / account holder | $166 | $9,357-98.2% | $14,255-98.8% | $7,344-97.7% |