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 | $38,442 | $84,233-54.4% | $170,442-77.4% | $70,131-45.2% |
| Participation rate | 34.2% | 70.8%-36.6pp | 83.6%-49.4pp | 69.5%-35.3pp |
| Annual return | 20.15% | 23.06%-2.9pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $672 | $3,387-80.2% | $5,433-87.6% | $2,342-71.3% |
| Participant deferral / active EE | $1,749 | $3,086-43.3% | $4,939-64.6% | $3,332-47.5% |
| Admin fee / account holder | $260 | $5,698-95.4% | $13,880-98.1% | $4,645-94.4% |