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 | $46,789 | $77,899-39.9% | $149,673-68.7% | $75,163-37.7% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 18.30% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,022 | $3,137-67.4% | $4,818-78.8% | $2,670-61.7% |
| Participant deferral / active EE | $1,751 | $3,411-48.7% | $5,680-69.2% | $4,125-57.5% |
| Admin fee / account holder | $112 | $5,956-98.1% | $13,210-99.2% | $5,651-98.0% |