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 | $35,504 | $215,361-83.5% | $171,082-79.2% | $273,961-87.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 5.63% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,654 | $4,967-46.6% | $4,002-33.7% | $4,869-45.5% |
| Participant deferral / active EE | $3,710 | $5,543-33.1% | $4,797-22.7% | $5,287-29.8% |
| Admin fee / account holder | $14 | $10,846-99.9% | $8,520-99.8% | $10,132-99.9% |