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 | $24,484 | $72,277-66.1% | $101,248-75.8% | $79,858-69.3% |
| Participation rate | 59.4% | 68.5%-9.1pp | 75.8%-16.4pp | 69.6%-10.3pp |
| Annual return | 23.17% | 22.30%+0.9pp | 46.47%-23.3pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,448 | $2,692-46.2% | $3,660-60.4% | $2,471-41.4% |
| Participant deferral / active EE | $3,608 | $3,282+10.0% | $4,370-17.4% | $3,740-3.5% |
| Admin fee / account holder | $280 | $4,400-93.6% | $5,945-95.3% | $5,306-94.7% |