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 | $24,486 | $81,248-69.9% | $155,509-84.3% | $80,856-69.7% |
| Participation rate | 43.4% | 66.2%-22.8pp | 78.2%-34.8pp | 67.6%-24.2pp |
| Annual return | 21.74% | 33.31%-11.6pp | 64.67%-42.9pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,352 | $3,100-56.4% | $4,672-71.1% | $2,755-50.9% |
| Participant deferral / active EE | $2,699 | $3,452-21.8% | $5,626-52.0% | $4,296-37.2% |
| Admin fee / account holder | $18 | $7,997-99.8% | $15,912-99.9% | $6,918-99.7% |