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 | $28,951 | $95,416-69.7% | $185,823-84.4% | $85,850-66.3% |
| Participation rate | 35.1% | 68.8%-33.6pp | 81.7%-46.6pp | 69.3%-34.2pp |
| Annual return | 19.42% | 23.59%-4.2pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $680 | $3,314-79.5% | $5,167-86.8% | $2,565-73.5% |
| Participant deferral / active EE | $1,488 | $3,423-56.5% | $5,568-73.3% | $3,952-62.3% |
| Admin fee / account holder | $164 | $7,213-97.7% | $16,237-99.0% | $6,260-97.4% |