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 | $18,983 | $39,122-51.5% | $57,179-66.8% | $62,891-69.8% |
| Participation rate | 44.4% | 70.5%-26.1pp | 75.3%-30.9pp | 69.3%-24.9pp |
| Annual return | 9.32% | 9.23%+0.1pp | 14.59%-5.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $673 | $1,874-64.1% | $2,682-74.9% | $2,281-70.5% |
| Participant deferral / active EE | $1,183 | $2,374-50.2% | $3,096-61.8% | $3,203-63.1% |
| Admin fee / account holder | $213 | $2,592-91.8% | $3,139-93.2% | $4,296-95.0% |