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 | $56,624 | $77,419-26.9% | $69,455-18.5% | $152,861-63.0% |
| Participation rate | 20.0% | 78.1%-58.1pp | 74.6%-54.6pp | 82.4%-62.4pp |
| Annual return | 24.94% | 39.06%-14.1pp | 28.97%-4.0pp | 345.32%-320.4pp |
| Employer contribution / active EE | $433 | $3,315-86.9% | $2,779-84.4% | $4,762-90.9% |
| Participant deferral / active EE | $2,298 | $4,414-47.9% | $3,535-35.0% | $5,850-60.7% |
| Admin fee / account holder | $139 | $6,207-97.8% | $3,839-96.4% | $11,596-98.8% |