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 | $11,776 | $37,426-68.5% | $77,482-84.8% | $79,858-85.3% |
| Participation rate | 55.4% | 41.5%+13.9pp | 54.2%+1.2pp | 69.6%-14.2pp |
| Annual return | 26.98% | 39.70%-12.7pp | 54.79%-27.8pp | 31.71%-4.7pp |
| Employer contribution / active EE | $315 | $637-50.4% | $986-68.0% | $2,471-87.2% |
| Participant deferral / active EE | $657 | $1,260-47.8% | $1,861-64.7% | $3,740-82.4% |
| Admin fee / account holder | $196 | $2,504-92.2% | $2,858-93.1% | $5,306-96.3% |