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 | $35,113 | $79,944-56.1% | $98,439-64.3% | $75,163-53.3% |
| Participation rate | 56.7% | 70.4%-13.7pp | 75.2%-18.5pp | 67.2%-10.5pp |
| Annual return | 13.17% | 19.75%-6.6pp | 21.16%-8.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $794 | $2,264-64.9% | $3,048-73.9% | $2,670-70.3% |
| Participant deferral / active EE | $1,787 | $3,752-52.4% | $4,738-62.3% | $4,125-56.7% |
| Admin fee / account holder | $214 | $6,840-96.9% | $8,948-97.6% | $5,651-96.2% |