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 | $33,819 | $109,881-69.2% | $150,045-77.5% | $84,808-60.1% |
| Participation rate | 67.7% | 76.1%-8.4pp | 82.3%-14.6pp | 68.3%-0.6pp |
| Annual return | 22.48% | 28.25%-5.8pp | 62.55%-40.1pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,010 | $3,561-43.6% | $4,693-57.2% | $2,631-23.6% |
| Participant deferral / active EE | $4,785 | $6,636-27.9% | $7,997-40.2% | $4,212+13.6% |
| Admin fee / account holder | $212 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |