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 | $60,843 | $99,341-38.8% | $84,750-28.2% | $273,961-77.8% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 6.04% | 22.93%-16.9pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $789 | $4,214-81.3% | $3,574-77.9% | $4,869-83.8% |
| Participant deferral / active EE | $8,471 | $4,269+98.4% | $3,712+128.2% | $5,287+60.2% |
| Admin fee / account holder | $280 | $6,644-95.8% | $5,332-94.8% | $10,132-97.2% |