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 | $32,719 | $65,376-50.0% | $87,100-62.4% | $65,185-49.8% |
| Participation rate | 62.4% | 75.3%-13.0pp | 76.9%-14.5pp | 70.2%-7.8pp |
| Annual return | 22.43% | 31.27%-8.8pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,370 | $1,822-24.8% | $2,521-45.7% | $2,177-37.1% |
| Participant deferral / active EE | $2,218 | $3,388-34.5% | $4,049-45.2% | $3,514-36.9% |
| Admin fee / account holder | $286 | $520-45.1% | $7,497-96.2% | $847-66.3% |