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 | $32,301 | $65,365-50.6% | $92,893-65.2% | $72,985-55.7% |
| Participation rate | 33.9% | 68.3%-34.4pp | 76.0%-42.1pp | 69.5%-35.6pp |
| Annual return | 22.87% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,171 | $2,594-54.9% | $3,653-68.0% | $2,440-52.0% |
| Participant deferral / active EE | $1,559 | $3,128-50.2% | $4,236-63.2% | $3,607-56.8% |
| Admin fee / account holder | $51 | $4,251-98.8% | $5,794-99.1% | $5,124-99.0% |