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 | $46,532 | $51,576-9.8% | $129,207-64.0% | $80,856-42.5% |
| Participation rate | 42.9% | 57.0%-14.1pp | 69.6%-26.8pp | 67.6%-24.8pp |
| Annual return | 13.96% | 20.81%-6.8pp | 9417.33%-9403.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,543 | $1,584-2.6% | $4,153-62.9% | $2,755-44.0% |
| Participant deferral / active EE | $3,787 | $2,669+41.9% | $4,168-9.1% | $4,296-11.8% |
| Admin fee / account holder | $229 | $4,305-94.7% | $7,715-97.0% | $6,918-96.7% |