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 | $35,564 | $80,968-56.1% | $96,544-63.2% | $75,163-52.7% |
| Participation rate | 44.4% | 71.8%-27.3pp | 76.0%-31.5pp | 67.2%-22.7pp |
| Annual return | 34.24% | 27.06%+7.2pp | 25.84%+8.4pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,132 | $2,282-50.4% | $2,965-61.8% | $2,670-57.6% |
| Participant deferral / active EE | $2,306 | $3,928-41.3% | $4,851-52.5% | $4,125-44.1% |
| Admin fee / account holder | $261 | $6,724-96.1% | $8,252-96.8% | $5,651-95.4% |