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 | $50,825 | $77,634-34.5% | $156,549-67.5% | $62,891-19.2% |
| Participation rate | 57.8% | 71.2%-13.4pp | 84.0%-26.2pp | 69.3%-11.5pp |
| Annual return | 6.84% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $817 | $3,444-76.3% | $5,501-85.1% | $2,281-64.2% |
| Participant deferral / active EE | $2,108 | $3,045-30.8% | $4,871-56.7% | $3,203-34.2% |
| Admin fee / account holder | $235 | $5,561-95.8% | $13,027-98.2% | $4,296-94.5% |