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 | $48,117 | $64,324-25.2% | $118,925-59.5% | $79,858-39.7% |
| Participation rate | 59.4% | 64.9%-5.4pp | 75.4%-16.0pp | 69.6%-10.2pp |
| Annual return | 13.62% | 86.45%-72.8pp | 35.88%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,699 | $1,836-7.5% | $3,263-47.9% | $2,471-31.2% |
| Participant deferral / active EE | $4,233 | $2,824+49.9% | $4,265-0.8% | $3,740+13.2% |
| Admin fee / account holder | $258 | $4,040-93.6% | $6,581-96.1% | $5,306-95.1% |