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 | $47,259 | $127,065-62.8% | $113,168-58.2% | $142,382-66.8% |
| Participation rate | 45.5% | 79.2%-33.8pp | 76.6%-31.1pp | 80.1%-34.7pp |
| Annual return | 17.89% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,225 | $3,442-64.4% | $2,975-58.8% | $4,299-71.5% |
| Participant deferral / active EE | $2,984 | $5,716-47.8% | $5,107-41.6% | $6,507-54.1% |
| Admin fee / account holder | $279 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |