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 | $19,439 | $93,071-79.1% | $74,583-73.9% | $273,961-92.9% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 4.51% | 26.18%-21.7pp | 20.47%-16.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,066 | $3,160-66.3% | $2,525-57.8% | $4,869-78.1% |
| Participant deferral / active EE | $1,514 | $4,160-63.6% | $3,458-56.2% | $5,287-71.4% |
| Admin fee / account holder | $293 | $5,272-94.4% | $4,138-92.9% | $10,132-97.1% |