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 | $51,089 | $107,452-52.5% | $91,541-44.2% | $142,382-64.1% |
| Participation rate | 58.3% | 75.1%-16.7pp | 69.8%-11.4pp | 80.1%-21.8pp |
| Annual return | 16.59% | 22.06%-5.5pp | 20.50%-3.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $381 | $2,994-87.3% | $2,505-84.8% | $4,299-91.1% |
| Participant deferral / active EE | $2,280 | $4,754-52.0% | $4,008-43.1% | $6,507-65.0% |
| Admin fee / account holder | $205 | $8,834-97.7% | $6,956-97.1% | $12,624-98.4% |