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 | $42,863 | $81,460-47.4% | $103,333-58.5% | $80,856-47.0% |
| Participation rate | 52.9% | 66.8%-13.9pp | 74.5%-21.6pp | 67.6%-14.7pp |
| Annual return | 12.67% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,089 | $3,105-32.7% | $3,868-46.0% | $2,755-24.2% |
| Participant deferral / active EE | $2,793 | $3,869-27.8% | $5,057-44.8% | $4,296-35.0% |
| Admin fee / account holder | $293 | $6,566-95.5% | $8,355-96.5% | $6,918-95.8% |