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 | $27,689 | $46,360-40.3% | $147,614-81.2% | $52,331-47.1% |
| Participation rate | 64.4% | 64.9%-0.6pp | 84.6%-20.3pp | 68.1%-3.7pp |
| Annual return | 26.78% | 1.62%+25.2pp | 61.98%-35.2pp | 4.54%+22.2pp |
| Employer contribution / active EE | $1,706 | $2,126-19.8% | $5,564-69.3% | $1,882-9.4% |
| Participant deferral / active EE | $4,640 | $2,258+105.5% | $4,895-5.2% | $3,022+53.5% |
| Admin fee / account holder | $201 | $766-73.8% | $11,611-98.3% | $592-66.0% |