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 | $29,684 | $65,685-54.8% | $57,179-48.1% | $273,961-89.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 8.69% | 21.99%-13.3pp | 14.59%-5.9pp | 41.45%-32.8pp |
| Employer contribution / active EE | $967 | $3,279-70.5% | $2,682-63.9% | $4,869-80.1% |
| Participant deferral / active EE | $3,302 | $3,782-12.7% | $3,096+6.6% | $5,287-37.6% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |