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 | $81,670 | $121,625-32.9% | $104,607-21.9% | $158,922-48.6% |
| Participation rate | 46.2% | 77.5%-31.4pp | 74.1%-27.9pp | 82.0%-35.8pp |
| Annual return | 19.00% | 465.26%-446.3pp | 340.46%-321.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $760 | $3,163-76.0% | $2,681-71.7% | $4,761-84.0% |
| Participant deferral / active EE | $4,879 | $4,177+16.8% | $3,740+30.5% | $5,982-18.4% |
| Admin fee / account holder | $29 | $7,787-99.6% | $6,473-99.6% | $11,246-99.7% |