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 | $44,381 | $72,277-38.6% | $101,248-56.2% | $79,858-44.4% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.8%-8.4pp | 69.6%-2.2pp |
| Annual return | 17.52% | 22.30%-4.8pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,590 | $2,692-40.9% | $3,660-56.6% | $2,471-35.7% |
| Participant deferral / active EE | $3,307 | $3,282+0.8% | $4,370-24.3% | $3,740-11.6% |
| Admin fee / account holder | $220 | $4,400-95.0% | $5,945-96.3% | $5,306-95.8% |