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 | $31,321 | $65,041-51.8% | $90,951-65.6% | $79,858-60.8% |
| Participation rate | 44.8% | 61.6%-16.8pp | 69.0%-24.2pp | 69.6%-24.8pp |
| Annual return | 19.31% | 30.45%-11.1pp | 134.60%-115.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,005 | $1,247-19.4% | $2,122-52.6% | $2,471-59.3% |
| Participant deferral / active EE | $1,744 | $2,512-30.6% | $3,373-48.3% | $3,740-53.4% |
| Admin fee / account holder | $291 | $4,536-93.6% | $5,959-95.1% | $5,306-94.5% |