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 5-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 | $86,284 | $114,381-24.6% | $107,525-19.8% | $142,382-39.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 17.39% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $868 | $4,015-78.4% | $3,754-76.9% | $4,299-79.8% |
| Participant deferral / active EE | $3,383 | $5,564-39.2% | $5,116-33.9% | $6,507-48.0% |
| Admin fee / account holder | $110 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |