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 | $34,780 | $54,762-36.5% | $90,281-61.5% | $72,985-52.3% |
| Participation rate | 26.7% | 65.1%-38.5pp | 73.3%-46.6pp | 69.5%-42.8pp |
| Annual return | 28.16% | 30.63%-2.5pp | 78.10%-49.9pp | 81.00%-52.8pp |
| Employer contribution / active EE | $237 | $2,092-88.7% | $2,854-91.7% | $2,440-90.3% |
| Participant deferral / active EE | $1,543 | $2,887-46.6% | $3,885-60.3% | $3,607-57.2% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |