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 | $29,779 | $71,050-58.1% | $93,606-68.2% | $80,856-63.2% |
| Participation rate | 35.3% | 60.4%-25.1pp | 68.7%-33.4pp | 67.6%-32.3pp |
| Annual return | 22.56% | 11.26%+11.3pp | 133.20%-110.6pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,133 | $1,564-27.5% | $2,420-53.2% | $2,755-58.9% |
| Participant deferral / active EE | $1,618 | $4,034-59.9% | $4,411-63.3% | $4,296-62.3% |
| Admin fee / account holder | $17 | $6,945-99.8% | $8,285-99.8% | $6,918-99.8% |