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 | $24,749 | $48,076-48.5% | $78,689-68.5% | $62,891-60.6% |
| Participation rate | 32.1% | 65.2%-33.1pp | 73.6%-41.4pp | 69.3%-37.2pp |
| Annual return | 4.72% | 31.35%-26.6pp | 62.18%-57.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,109 | $2,015-44.9% | $2,851-61.1% | $2,281-51.4% |
| Participant deferral / active EE | $1,582 | $2,588-38.9% | $3,517-55.0% | $3,203-50.6% |
| Admin fee / account holder | $106 | $3,207-96.7% | $4,510-97.6% | $4,296-97.5% |