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 | $41,155 | $69,977-41.2% | $108,579-62.1% | $62,891-34.6% |
| Participation rate | 58.9% | 72.9%-14.0pp | 79.6%-20.7pp | 69.3%-10.4pp |
| Annual return | 12.48% | 10.73%+1.8pp | -51.70%+64.2pp | 20.14%-7.7pp |
| Employer contribution / active EE | $1,812 | $2,135-15.1% | $3,758-51.8% | $2,281-20.6% |
| Participant deferral / active EE | $3,037 | $3,165-4.0% | $4,311-29.6% | $3,203-5.2% |
| Admin fee / account holder | $263 | $5,076-94.8% | $7,645-96.6% | $4,296-93.9% |