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 | $48,285 | $54,541-11.5% | $78,778-38.7% | $70,131-31.2% |
| Participation rate | 58.6% | 60.8%-2.2pp | 69.2%-10.6pp | 69.5%-10.9pp |
| Annual return | 18.80% | 21.07%-2.3pp | 35.62%-16.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $934 | $1,089-14.2% | $1,986-53.0% | $2,342-60.1% |
| Participant deferral / active EE | $2,331 | $2,210+5.4% | $2,958-21.2% | $3,332-30.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $5,134-100.0% | $4,645-100.0% |