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 | $50,329 | $94,625-46.8% | $116,228-56.7% | $84,808-40.7% |
| Participation rate | 63.0% | 70.4%-7.5pp | 74.6%-11.6pp | 68.3%-5.3pp |
| Annual return | 17.38% | 20.40%-3.0pp | 90.06%-72.7pp | 40.90%-23.5pp |
| Employer contribution / active EE | $988 | $2,347-57.9% | $2,994-67.0% | $2,631-62.4% |
| Participant deferral / active EE | $2,235 | $3,972-43.7% | $4,953-54.9% | $4,212-46.9% |
| Admin fee / account holder | $258 | $10,091-97.4% | $11,989-97.8% | $7,344-96.5% |