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 | $41,543 | $60,022-30.8% | $88,946-53.3% | $84,808-51.0% |
| Participation rate | 35.5% | 57.8%-22.4pp | 68.8%-33.4pp | 68.3%-32.8pp |
| Annual return | 20.34% | 22.43%-2.1pp | 57.82%-37.5pp | 40.90%-20.6pp |
| Employer contribution / active EE | $864 | $1,703-49.3% | $2,555-66.2% | $2,631-67.2% |
| Participant deferral / active EE | $1,443 | $3,114-53.6% | $4,581-68.5% | $4,212-65.7% |
| Admin fee / account holder | $198 | $4,811-95.9% | $8,261-97.6% | $7,344-97.3% |