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 | $63,833 | $80,717-20.9% | $154,803-58.8% | $84,808-24.7% |
| Participation rate | 39.3% | 66.8%-27.5pp | 78.1%-38.7pp | 68.3%-29.0pp |
| Annual return | 15.40% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $549 | $2,761-80.1% | $4,305-87.3% | $2,631-79.1% |
| Participant deferral / active EE | $2,021 | $3,303-38.8% | $5,540-63.5% | $4,212-52.0% |
| Admin fee / account holder | $240 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |