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 | $51,331 | $76,552-32.9% | $123,892-58.6% | $62,891-18.4% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 7.46% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,215 | $2,883-57.9% | $4,617-73.7% | $2,281-46.7% |
| Participant deferral / active EE | $3,558 | $4,840-26.5% | $5,984-40.6% | $3,203+11.1% |
| Admin fee / account holder | $270 | $4,826-94.4% | $8,357-96.8% | $4,296-93.7% |