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 | $70,752 | $90,503-21.8% | $78,689-10.1% | $273,961-74.2% |
| Participation rate | 45.5% | 76.5%-31.1pp | 73.6%-28.1pp | 83.0%-37.6pp |
| Annual return | 5.92% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,164 | $3,176-63.3% | $2,851-59.2% | $4,869-76.1% |
| Participant deferral / active EE | $4,980 | $3,901+27.6% | $3,517+41.6% | $5,287-5.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |