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 | $13,357 | $39,122-65.9% | $57,179-76.6% | $62,891-78.8% |
| Participation rate | 61.9% | 70.5%-8.6pp | 75.3%-13.4pp | 69.3%-7.4pp |
| Annual return | 19.22% | 9.23%+10.0pp | 14.59%+4.6pp | 20.14%-0.9pp |
| Employer contribution / active EE | $885 | $1,874-52.8% | $2,682-67.0% | $2,281-61.2% |
| Participant deferral / active EE | $2,592 | $2,374+9.2% | $3,096-16.3% | $3,203-19.1% |
| Admin fee / account holder | $213 | $2,592-91.8% | $3,139-93.2% | $4,296-95.1% |