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 | $46,815 | $72,492-35.4% | $87,100-46.3% | $72,985-35.9% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.9%-12.0pp | 69.5%-4.6pp |
| Annual return | 23.92% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $908 | $1,894-52.1% | $2,521-64.0% | $2,440-62.8% |
| Participant deferral / active EE | $1,795 | $3,270-45.1% | $4,049-55.7% | $3,607-50.2% |
| Admin fee / account holder | $89 | $5,055-98.2% | $7,497-98.8% | $5,124-98.3% |