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 | $51,938 | $58,512-11.2% | $84,015-38.2% | $72,985-28.8% |
| Participation rate | 44.8% | 61.2%-16.4pp | 69.0%-24.2pp | 69.5%-24.7pp |
| Annual return | 78.73% | 28.93%+49.8pp | 71.31%+7.4pp | 81.00%-2.3pp |
| Employer contribution / active EE | $1,115 | $1,163-4.1% | $1,983-43.8% | $2,440-54.3% |
| Participant deferral / active EE | $2,334 | $2,394-2.5% | $3,239-27.9% | $3,607-35.3% |
| Admin fee / account holder | $26 | $4,569-99.4% | $6,101-99.6% | $5,124-99.5% |