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 | $57,458 | $74,888-23.3% | $71,209-19.3% | $142,382-59.6% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.8%-8.5pp | 80.1%-14.9pp |
| Annual return | 13.36% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,583 | $2,854-44.5% | $2,721-41.8% | $4,299-63.2% |
| Participant deferral / active EE | $1,812 | $4,454-59.3% | $4,175-56.6% | $6,507-72.2% |
| Admin fee / account holder | $123 | $5,568-97.8% | $5,349-97.7% | $12,624-99.0% |