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 | $29,106 | $73,933-60.6% | $96,683-69.9% | $75,163-61.3% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 21.69% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,799 | $2,928-38.5% | $3,737-51.9% | $2,670-32.6% |
| Participant deferral / active EE | $3,671 | $3,659+0.3% | $4,878-24.7% | $4,125-11.0% |
| Admin fee / account holder | $140 | $5,216-97.3% | $6,730-97.9% | $5,651-97.5% |