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 | $43,993 | $65,365-32.7% | $92,893-52.6% | $72,985-39.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 22.49% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,423 | $2,594-6.6% | $3,653-33.7% | $2,440-0.7% |
| Participant deferral / active EE | $3,193 | $3,128+2.1% | $4,236-24.6% | $3,607-11.5% |
| Admin fee / account holder | $49 | $4,251-98.9% | $5,794-99.2% | $5,124-99.0% |