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 | $27,319 | $47,848-42.9% | $81,478-66.5% | $70,131-61.0% |
| Participation rate | 42.6% | 58.3%-15.7pp | 68.0%-25.4pp | 69.5%-27.0pp |
| Annual return | 16.61% | 27.25%-10.6pp | 38.78%-22.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $632 | $1,527-58.6% | $2,568-75.4% | $2,342-73.0% |
| Participant deferral / active EE | $976 | $2,453-60.2% | $3,537-72.4% | $3,332-70.7% |
| Admin fee / account holder | $245 | $3,145-92.2% | $4,561-94.6% | $4,645-94.7% |