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 | $28,770 | $99,341-71.0% | $84,750-66.1% | $273,961-89.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,309 | $4,214-68.9% | $3,574-63.4% | $4,869-73.1% |
| Participant deferral / active EE | $1,913 | $4,269-55.2% | $3,712-48.5% | $5,287-63.8% |
| Admin fee / account holder | $182 | $6,644-97.3% | $5,332-96.6% | $10,132-98.2% |