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 | $52,438 | $90,503-42.1% | $78,689-33.4% | $273,961-80.9% |
| Participation rate | 58.3% | 76.5%-18.2pp | 73.6%-15.2pp | 83.0%-24.7pp |
| Annual return | 8.71% | 75.60%-66.9pp | 62.18%-53.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,904 | $3,176-8.5% | $2,851+1.9% | $4,869-40.3% |
| Participant deferral / active EE | $2,204 | $3,901-43.5% | $3,517-37.3% | $5,287-58.3% |
| Admin fee / account holder | $211 | $5,263-96.0% | $4,510-95.3% | $10,132-97.9% |