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 | $55,439 | $73,933-25.0% | $96,683-42.7% | $75,163-26.2% |
| Participation rate | 62.9% | 66.4%-3.6pp | 74.3%-11.5pp | 67.2%-4.3pp |
| Annual return | 15.97% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,355 | $2,928-53.7% | $3,737-63.7% | $2,670-49.3% |
| Participant deferral / active EE | $2,968 | $3,659-18.9% | $4,878-39.2% | $4,125-28.1% |
| Admin fee / account holder | $230 | $5,216-95.6% | $6,730-96.6% | $5,651-95.9% |