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 | $37,459 | $76,367-50.9% | $93,606-60.0% | $72,985-48.7% |
| Participation rate | 58.3% | 71.7%-13.4pp | 75.8%-17.5pp | 69.5%-11.2pp |
| Annual return | 18.03% | 25.82%-7.8pp | 32.76%-14.7pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,467 | $2,275-35.5% | $2,718-46.0% | $2,440-39.9% |
| Participant deferral / active EE | $3,234 | $3,538-8.6% | $4,069-20.5% | $3,607-10.4% |
| Admin fee / account holder | $33 | $6,838-99.5% | $7,888-99.6% | $5,124-99.4% |