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 | $36,728 | $95,803-61.7% | $113,168-67.5% | $84,808-56.7% |
| Participation rate | 54.3% | 72.9%-18.6pp | 76.6%-22.3pp | 68.3%-14.0pp |
| Annual return | 17.51% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,527 | $2,360-35.3% | $2,975-48.7% | $2,631-41.9% |
| Participant deferral / active EE | $2,705 | $4,242-36.2% | $5,107-47.0% | $4,212-35.8% |
| Admin fee / account holder | $162 | $8,989-98.2% | $12,068-98.7% | $7,344-97.8% |