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 | $33,240 | $41,377-19.7% | $109,313-69.6% | $62,891-47.1% |
| Participation rate | 33.3% | 57.5%-24.2pp | 71.3%-37.9pp | 69.3%-36.0pp |
| Annual return | 6.66% | 11.05%-4.4pp | 22.07%-15.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $734 | $1,276-42.5% | $3,892-81.1% | $2,281-67.8% |
| Participant deferral / active EE | $934 | $2,045-54.3% | $3,166-70.5% | $3,203-70.8% |
| Admin fee / account holder | $6 | $2,884-99.8% | $5,666-99.9% | $4,296-99.9% |