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 | $38,080 | $46,553-18.2% | $64,056-40.6% | $75,163-49.3% |
| Participation rate | 26.1% | 65.9%-39.9pp | 72.3%-46.2pp | 67.2%-41.1pp |
| Annual return | 11.99% | 26.03%-14.0pp | 33.69%-21.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $817 | $1,974-58.6% | $2,747-70.2% | $2,670-69.4% |
| Participant deferral / active EE | $1,427 | $2,837-49.7% | $3,880-63.2% | $4,125-65.4% |
| Admin fee / account holder | $107 | $2,952-96.4% | $3,068-96.5% | $5,651-98.1% |