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 | $56,894 | $81,248-30.0% | $155,509-63.4% | $80,856-29.6% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 11.89% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $769 | $3,100-75.2% | $4,672-83.5% | $2,755-72.1% |
| Participant deferral / active EE | $2,141 | $3,452-38.0% | $5,626-61.9% | $4,296-50.2% |
| Admin fee / account holder | $168 | $7,997-97.9% | $15,912-98.9% | $6,918-97.6% |