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 | $18,372 | $80,717-77.2% | $154,803-88.1% | $84,808-78.3% |
| Participation rate | 35.5% | 66.8%-31.3pp | 78.1%-42.6pp | 68.3%-32.8pp |
| Annual return | 26.26% | 37.96%-11.7pp | 58.88%-32.6pp | 40.90%-14.6pp |
| Employer contribution / active EE | $1,245 | $2,761-54.9% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $1,834 | $3,303-44.5% | $5,540-66.9% | $4,212-56.5% |
| Admin fee / account holder | $193 | $6,746-97.1% | $14,329-98.7% | $7,344-97.4% |