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 | $32,909 | $101,724-67.6% | $164,813-80.0% | $80,856-59.3% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.6pp | 67.6%+1.3pp |
| Annual return | 19.76% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.8pp |
| Employer contribution / active EE | $1,245 | $2,953-57.8% | $4,341-71.3% | $2,755-54.8% |
| Participant deferral / active EE | $3,027 | $4,477-32.4% | $6,031-49.8% | $4,296-29.5% |
| Admin fee / account holder | $227 | $8,227-97.2% | $12,690-98.2% | $6,918-96.7% |