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 | $36,549 | $65,365-44.1% | $92,893-60.7% | $72,985-49.9% |
| Participation rate | 50.8% | 68.3%-17.5pp | 76.0%-25.2pp | 69.5%-18.7pp |
| Annual return | 19.95% | 42.10%-22.2pp | 109.41%-89.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,757 | $3,128+20.1% | $4,236-11.3% | $3,607+4.2% |
| Admin fee / account holder | $291 | $4,251-93.2% | $5,794-95.0% | $5,124-94.3% |