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 7-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 | $26,239 | $93,571-72.0% | $135,903-80.7% | $75,163-65.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 25.31% | 30.90%-5.6pp | 68.23%-42.9pp | 160.62%-135.3pp |
| Employer contribution / active EE | $1,853 | $3,537-47.6% | $4,856-61.9% | $2,670-30.6% |
| Participant deferral / active EE | $3,091 | $6,404-51.7% | $7,758-60.2% | $4,125-25.1% |
| Admin fee / account holder | $120 | $6,975-98.3% | $10,762-98.9% | $5,651-97.9% |