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 | $36,822 | $70,475-47.8% | $100,516-63.4% | $79,858-53.9% |
| Participation rate | 65.4% | 73.7%-8.3pp | 79.4%-14.0pp | 69.6%-4.2pp |
| Annual return | 16.35% | 21.90%-5.6pp | 30.89%-14.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $577 | $2,165-73.3% | $3,418-83.1% | $2,471-76.7% |
| Participant deferral / active EE | $10,168 | $5,181+96.3% | $6,270+62.2% | $3,740+171.9% |
| Admin fee / account holder | $275 | $4,478-93.9% | $8,081-96.6% | $5,306-94.8% |