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 5-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 | $17,846 | $57,016-68.7% | $84,966-79.0% | $80,856-77.9% |
| Participation rate | 67.4% | 56.3%+11.1pp | 67.5%-0.1pp | 67.6%-0.2pp |
| Annual return | 19.88% | 21.66%-1.8pp | 66.38%-46.5pp | 35.59%-15.7pp |
| Employer contribution / active EE | $1,025 | $1,798-43.0% | $2,727-62.4% | $2,755-62.8% |
| Participant deferral / active EE | $5,142 | $3,110+65.4% | $4,519+13.8% | $4,296+19.7% |
| Admin fee / account holder | $19 | $4,980-99.6% | $6,149-99.7% | $6,918-99.7% |