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 | $58,205 | $88,707-34.4% | $74,183-21.5% | $273,961-78.8% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 9.50% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-32.0pp |
| Employer contribution / active EE | $761 | $3,159-75.9% | $2,370-67.9% | $4,869-84.4% |
| Participant deferral / active EE | $1,915 | $4,212-54.5% | $3,550-46.1% | $5,287-63.8% |
| Admin fee / account holder | $129 | $8,717-98.5% | $5,586-97.7% | $10,132-98.7% |