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 | $53,409 | $65,041-17.9% | $90,951-41.3% | $79,858-33.1% |
| Participation rate | 59.3% | 61.6%-2.3pp | 69.0%-9.8pp | 69.6%-10.4pp |
| Annual return | 19.23% | 30.45%-11.2pp | 134.60%-115.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,480 | $1,247+18.7% | $2,122-30.2% | $2,471-40.1% |
| Participant deferral / active EE | $3,275 | $2,512+30.4% | $3,373-2.9% | $3,740-12.4% |
| Admin fee / account holder | $190 | $4,536-95.8% | $5,959-96.8% | $5,306-96.4% |