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 | $60,020 | $65,041-7.7% | $90,951-34.0% | $79,858-24.8% |
| Participation rate | 57.9% | 61.6%-3.7pp | 69.0%-11.1pp | 69.6%-11.7pp |
| Annual return | 15.88% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $872 | $1,247-30.1% | $2,122-58.9% | $2,471-64.7% |
| Participant deferral / active EE | $1,814 | $2,512-27.8% | $3,373-46.2% | $3,740-51.5% |
| Admin fee / account holder | $250 | $4,536-94.5% | $5,959-95.8% | $5,306-95.3% |