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 | $47,252 | $58,512-19.2% | $84,015-43.8% | $72,985-35.3% |
| Participation rate | 61.4% | 61.2%+0.1pp | 69.0%-7.6pp | 69.5%-8.1pp |
| Annual return | 24.31% | 28.93%-4.6pp | 71.31%-47.0pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,600 | $1,163+37.6% | $1,983-19.3% | $2,440-34.4% |
| Participant deferral / active EE | $4,759 | $2,394+98.8% | $3,239+46.9% | $3,607+31.9% |
| Admin fee / account holder | $249 | $4,569-94.5% | $6,101-95.9% | $5,124-95.1% |