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 | $35,665 | $80,717-55.8% | $154,803-77.0% | $84,808-57.9% |
| Participation rate | 19.5% | 66.8%-47.3pp | 78.1%-58.6pp | 68.3%-48.8pp |
| Annual return | 19.01% | 37.96%-18.9pp | 58.88%-39.9pp | 40.90%-21.9pp |
| Employer contribution / active EE | $902 | $2,761-67.3% | $4,305-79.0% | $2,631-65.7% |
| Participant deferral / active EE | $905 | $3,303-72.6% | $5,540-83.7% | $4,212-78.5% |
| Admin fee / account holder | $13 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |