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 | $25,788 | $197,825-87.0% | $155,790-83.4% | $125,391-79.4% |
| Participation rate | 55.0% | 82.1%-27.1pp | 76.1%-21.1pp | 83.2%-28.2pp |
| Annual return | 1.84% | 86.74%-84.9pp | 71.54%-69.7pp | 282.22%-280.4pp |
| Employer contribution / active EE | $1,116 | $4,847-77.0% | $3,836-70.9% | $4,866-77.1% |
| Participant deferral / active EE | $4,270 | $5,630-24.2% | $4,797-11.0% | $5,352-20.2% |
| Admin fee / account holder | $174 | $9,545-98.2% | $7,478-97.7% | $9,540-98.2% |