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 | $51,328 | $57,016-10.0% | $84,966-39.6% | $80,856-36.5% |
| Participation rate | 43.2% | 56.3%-13.2pp | 67.5%-24.3pp | 67.6%-24.5pp |
| Annual return | 13.89% | 21.66%-7.8pp | 66.38%-52.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,225 | $1,798-31.9% | $2,727-55.1% | $2,755-55.5% |
| Participant deferral / active EE | $3,272 | $3,110+5.2% | $4,519-27.6% | $4,296-23.8% |
| Admin fee / account holder | $156 | $4,980-96.9% | $6,149-97.5% | $6,918-97.7% |