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 | $21,248 | $99,341-78.6% | $84,750-74.9% | $273,961-92.2% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 14.65% | 22.93%-8.3pp | 22.78%-8.1pp | 41.45%-26.8pp |
| Employer contribution / active EE | $1,133 | $4,214-73.1% | $3,574-68.3% | $4,869-76.7% |
| Participant deferral / active EE | $4,321 | $4,269+1.2% | $3,712+16.4% | $5,287-18.3% |
| Admin fee / account holder | $250 | $6,644-96.2% | $5,332-95.3% | $10,132-97.5% |