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 | $35,965 | $80,717-55.4% | $154,803-76.8% | $84,808-57.6% |
| Participation rate | 48.1% | 66.8%-18.7pp | 78.1%-29.9pp | 68.3%-20.2pp |
| Annual return | 18.36% | 37.96%-19.6pp | 58.88%-40.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $757 | $2,761-72.6% | $4,305-82.4% | $2,631-71.2% |
| Participant deferral / active EE | $1,898 | $3,303-42.5% | $5,540-65.7% | $4,212-54.9% |
| Admin fee / account holder | $128 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |