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 | $37,374 | $74,888-50.1% | $71,209-47.5% | $142,382-73.8% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 19.27% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $421 | $2,854-85.3% | $2,721-84.5% | $4,299-90.2% |
| Participant deferral / active EE | $2,897 | $4,454-35.0% | $4,175-30.6% | $6,507-55.5% |
| Admin fee / account holder | $158 | $5,568-97.2% | $5,349-97.0% | $12,624-98.7% |