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 | $51,656 | $101,724-49.2% | $164,813-68.7% | $80,856-36.1% |
| Participation rate | 40.6% | 71.8%-31.2pp | 78.6%-38.0pp | 67.6%-27.0pp |
| Annual return | 15.44% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,029 | $2,953-65.2% | $4,341-76.3% | $2,755-62.7% |
| Participant deferral / active EE | $4,624 | $4,477+3.3% | $6,031-23.3% | $4,296+7.6% |
| Admin fee / account holder | $263 | $8,227-96.8% | $12,690-97.9% | $6,918-96.2% |