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 | $38,529 | $105,630-63.5% | $87,507-56.0% | $273,961-85.9% |
| Participation rate | 42.9% | 78.2%-35.3pp | 73.8%-31.0pp | 83.0%-40.2pp |
| Annual return | 8.74% | 12.25%-3.5pp | 12.21%-3.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,648 | $3,141-47.5% | $2,550-35.4% | $4,869-66.2% |
| Participant deferral / active EE | $4,008 | $3,601+11.3% | $3,149+27.3% | $5,287-24.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |