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 | $13,819 | $54,762-74.8% | $90,281-84.7% | $72,985-81.1% |
| Participation rate | 36.8% | 65.1%-28.3pp | 73.3%-36.4pp | 69.5%-32.6pp |
| Annual return | 28.02% | 30.63%-2.6pp | 78.10%-50.1pp | 81.00%-53.0pp |
| Employer contribution / active EE | $434 | $2,092-79.2% | $2,854-84.8% | $2,440-82.2% |
| Participant deferral / active EE | $967 | $2,887-66.5% | $3,885-75.1% | $3,607-73.2% |
| Admin fee / account holder | $130 | $3,972-96.7% | $5,351-97.6% | $5,124-97.5% |