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 | $24,148 | $109,327-77.9% | $89,391-73.0% | $158,922-84.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 17.20% | 345.68%-328.5pp | 245.62%-228.4pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,156 | $3,170-63.5% | $2,586-55.3% | $4,761-75.7% |
| Participant deferral / active EE | $1,165 | $4,598-74.7% | $3,890-70.1% | $5,982-80.5% |
| Admin fee / account holder | $217 | $6,153-96.5% | $4,881-95.6% | $11,246-98.1% |