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 | $39,539 | $87,013-54.6% | $106,213-62.8% | $80,856-51.1% |
| Participation rate | 24.1% | 70.4%-46.3pp | 75.3%-51.1pp | 67.6%-43.5pp |
| Annual return | 12.09% | 17.05%-5.0pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $688 | $2,395-71.3% | $3,171-78.3% | $2,755-75.0% |
| Participant deferral / active EE | $1,997 | $3,986-49.9% | $5,016-60.2% | $4,296-53.5% |
| Admin fee / account holder | $191 | $8,431-97.7% | $11,033-98.3% | $6,918-97.2% |