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 | $44,096 | $87,013-49.3% | $106,213-58.5% | $80,856-45.5% |
| Participation rate | 57.4% | 70.4%-13.1pp | 75.3%-17.9pp | 67.6%-10.3pp |
| Annual return | 13.18% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $861 | $2,395-64.0% | $3,171-72.8% | $2,755-68.7% |
| Participant deferral / active EE | $1,897 | $3,986-52.4% | $5,016-62.2% | $4,296-55.8% |
| Admin fee / account holder | $120 | $8,431-98.6% | $11,033-98.9% | $6,918-98.3% |