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 | $43,230 | $90,503-52.2% | $78,689-45.1% | $273,961-84.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 15.09% | 75.60%-60.5pp | 62.18%-47.1pp | 41.45%-26.4pp |
| Employer contribution / active EE | $1,621 | $3,176-49.0% | $2,851-43.1% | $4,869-66.7% |
| Participant deferral / active EE | $3,892 | $3,901-0.2% | $3,517+10.7% | $5,287-26.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |