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 | $29,148 | $81,248-64.1% | $155,509-81.3% | $80,856-64.0% |
| Participation rate | 64.9% | 66.2%-1.4pp | 78.2%-13.3pp | 67.6%-2.8pp |
| Annual return | 13.69% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,982 | $3,100-36.1% | $4,672-57.6% | $2,755-28.1% |
| Participant deferral / active EE | $1,639 | $3,452-52.5% | $5,626-70.9% | $4,296-61.8% |
| Admin fee / account holder | $28 | $7,997-99.7% | $15,912-99.8% | $6,918-99.6% |