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 | $32,188 | $84,233-61.8% | $170,442-81.1% | $70,131-54.1% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 20.78% | 23.06%-2.3pp | 205.93%-185.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $813 | $3,387-76.0% | $5,433-85.0% | $2,342-65.3% |
| Participant deferral / active EE | $3,598 | $3,086+16.6% | $4,939-27.2% | $3,332+8.0% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |