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 | $46,900 | $65,041-27.9% | $90,951-48.4% | $79,858-41.3% |
| Participation rate | 45.0% | 61.6%-16.6pp | 69.0%-24.0pp | 69.6%-24.6pp |
| Annual return | 10.66% | 30.45%-19.8pp | 134.60%-123.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $479 | $1,247-61.6% | $2,122-77.4% | $2,471-80.6% |
| Participant deferral / active EE | $1,193 | $2,512-52.5% | $3,373-64.6% | $3,740-68.1% |
| Admin fee / account holder | $237 | $4,536-94.8% | $5,959-96.0% | $5,306-95.5% |