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 | $39,995 | $53,018-24.6% | $70,014-42.9% | $62,891-36.4% |
| Participation rate | 61.9% | 67.2%-5.3pp | 71.8%-9.9pp | 69.3%-7.4pp |
| Annual return | 7.25% | 13.35%-6.1pp | 12.99%-5.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,194 | $1,799-33.6% | $2,338-48.9% | $2,281-47.6% |
| Participant deferral / active EE | $3,198 | $2,395+33.5% | $2,931+9.1% | $3,203-0.2% |
| Admin fee / account holder | $74 | $3,690-98.0% | $4,380-98.3% | $4,296-98.3% |