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 | $27,015 | $73,933-63.5% | $96,683-72.1% | $75,163-64.1% |
| Participation rate | 45.2% | 66.4%-21.2pp | 74.3%-29.1pp | 67.2%-22.0pp |
| Annual return | 19.97% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $871 | $2,928-70.3% | $3,737-76.7% | $2,670-67.4% |
| Participant deferral / active EE | $1,925 | $3,659-47.4% | $4,878-60.5% | $4,125-53.3% |
| Admin fee / account holder | $182 | $5,216-96.5% | $6,730-97.3% | $5,651-96.8% |