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 | $40,023 | $70,475-43.2% | $100,516-60.2% | $79,858-49.9% |
| Participation rate | 47.5% | 73.7%-26.2pp | 79.4%-31.9pp | 69.6%-22.1pp |
| Annual return | 16.72% | 21.90%-5.2pp | 30.89%-14.2pp | 31.71%-15.0pp |
| Employer contribution / active EE | $969 | $2,165-55.2% | $3,418-71.6% | $2,471-60.8% |
| Participant deferral / active EE | $2,424 | $5,181-53.2% | $6,270-61.3% | $3,740-35.2% |
| Admin fee / account holder | $148 | $4,478-96.7% | $8,081-98.2% | $5,306-97.2% |