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 | $59,123 | $78,422-24.6% | $95,952-38.4% | $79,858-26.0% |
| Participation rate | 37.8% | 73.5%-35.6pp | 77.1%-39.2pp | 69.6%-31.8pp |
| Annual return | 14.10% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $759 | $1,945-61.0% | $2,541-70.1% | $2,471-69.3% |
| Participant deferral / active EE | $2,132 | $3,440-38.0% | $4,167-48.8% | $3,740-43.0% |
| Admin fee / account holder | $248 | $5,622-95.6% | $6,795-96.3% | $5,306-95.3% |