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 9-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 | $39,695 | $65,041-39.0% | $90,951-56.4% | $79,858-50.3% |
| Participation rate | 53.1% | 61.6%-8.5pp | 69.0%-15.9pp | 69.6%-16.5pp |
| Annual return | 14.28% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,772 | $1,247+42.1% | $2,122-16.5% | $2,471-28.3% |
| Participant deferral / active EE | $6,815 | $2,512+171.3% | $3,373+102.0% | $3,740+82.2% |
| Admin fee / account holder | $109 | $4,536-97.6% | $5,959-98.2% | $5,306-98.0% |