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 5-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 | $38,503 | $114,381-66.3% | $107,525-64.2% | $142,382-73.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 24.25% | 242.71%-218.5pp | 181.32%-157.1pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,174 | $4,015-70.8% | $3,754-68.7% | $4,299-72.7% |
| Participant deferral / active EE | $3,809 | $5,564-31.5% | $5,116-25.5% | $6,507-41.5% |
| Admin fee / account holder | $160 | $9,860-98.4% | $8,919-98.2% | $12,624-98.7% |