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 | $50,348 | $46,869+7.4% | $122,332-58.8% | $70,131-28.2% |
| Participation rate | 30.8% | 58.2%-27.4pp | 71.6%-40.9pp | 69.5%-38.8pp |
| Annual return | 20.16% | 24.22%-4.1pp | 30.27%-10.1pp | 73.14%-53.0pp |
| Employer contribution / active EE | $643 | $1,288-50.1% | $4,050-84.1% | $2,342-72.6% |
| Participant deferral / active EE | $1,402 | $2,166-35.3% | $3,287-57.3% | $3,332-57.9% |
| Admin fee / account holder | $15 | $3,322-99.6% | $5,478-99.7% | $4,645-99.7% |