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 | $59,588 | $65,365-8.8% | $92,893-35.9% | $72,985-18.4% |
| Participation rate | 46.7% | 68.3%-21.6pp | 76.0%-29.3pp | 69.5%-22.8pp |
| Annual return | 23.51% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $1,922 | $2,594-25.9% | $3,653-47.4% | $2,440-21.2% |
| Participant deferral / active EE | $3,278 | $3,128+4.8% | $4,236-22.6% | $3,607-9.1% |
| Admin fee / account holder | $268 | $4,251-93.7% | $5,794-95.4% | $5,124-94.8% |