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 | $27,573 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 27.8% | 66.2%-38.5pp | 78.2%-50.4pp | 67.6%-39.9pp |
| Annual return | 24.82% | 33.31%-8.5pp | 64.67%-39.8pp | 35.59%-10.8pp |
| Employer contribution / active EE | $952 | $3,100-69.3% | $4,672-79.6% | $2,755-65.4% |
| Participant deferral / active EE | $952 | $3,452-72.4% | $5,626-83.1% | $4,296-77.8% |
| Admin fee / account holder | $16 | $7,997-99.8% | $15,912-99.9% | $6,918-99.8% |