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 | $60,611 | $163,101-62.8% | $136,749-55.7% | $142,382-57.4% |
| Participation rate | 58.3% | 78.2%-19.9pp | 72.1%-13.8pp | 80.1%-21.8pp |
| Annual return | 18.76% | 27.54%-8.8pp | 24.33%-5.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,850 | $4,117-55.1% | $3,400-45.6% | $4,299-57.0% |
| Participant deferral / active EE | $4,026 | $5,585-27.9% | $4,692-14.2% | $6,507-38.1% |
| Admin fee / account holder | $88 | $14,318-99.4% | $11,386-99.2% | $12,624-99.3% |