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 | $50,377 | $181,894-72.3% | $156,549-67.8% | $273,961-81.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 14.66% | 30.74%-16.1pp | 32.23%-17.6pp | 41.45%-26.8pp |
| Employer contribution / active EE | $3,584 | $6,248-42.6% | $5,501-34.9% | $4,869-26.4% |
| Participant deferral / active EE | $5,500 | $5,550-0.9% | $4,871+12.9% | $5,287+4.0% |
| Admin fee / account holder | $208 | $15,559-98.7% | $13,027-98.4% | $10,132-98.0% |