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 | $56,158 | $65,395-14.1% | $182,532-69.2% | $72,985-23.1% |
| Participation rate | 55.8% | 65.4%-9.6pp | 78.0%-22.2pp | 69.5%-13.7pp |
| Annual return | 31.99% | 27.68%+4.3pp | 148.54%-116.5pp | 81.00%-49.0pp |
| Employer contribution / active EE | $877 | $1,911-54.1% | $4,076-78.5% | $2,440-64.1% |
| Participant deferral / active EE | $1,550 | $3,563-56.5% | $5,524-71.9% | $3,607-57.0% |
| Admin fee / account holder | $237 | $4,245-94.4% | $8,592-97.2% | $5,124-95.4% |