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 | $65,421 | $181,894-64.0% | $156,549-58.2% | $273,961-76.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 5.83% | 30.74%-24.9pp | 32.23%-26.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,229 | $6,248-16.3% | $5,501-4.9% | $4,869+7.4% |
| Participant deferral / active EE | $7,455 | $5,550+34.3% | $4,871+53.0% | $5,287+41.0% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |