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 | $53,773 | $55,371-2.9% | $95,585-43.7% | $74,304-27.6% |
| Participation rate | 20.0% | 53.8%-33.8pp | 72.1%-52.1pp | 60.3%-40.3pp |
| Annual return | 15.23% | 24.26%-9.0pp | 38.56%-23.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,050 | $2,955-64.5% | $4,023-73.9% | $3,767-72.1% |
| Admin fee / account holder | $239 | $2,620-90.9% | $6,127-96.1% | $2,969-92.0% |