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 5-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 | $36,491 | $74,927-51.3% | $101,794-64.2% | $84,808-57.0% |
| Participation rate | 29.0% | 61.4%-32.4pp | 69.2%-40.2pp | 68.3%-39.3pp |
| Annual return | 52.32% | 18.70%+33.6pp | 30.53%+21.8pp | 40.90%+11.4pp |
| Employer contribution / active EE | $937 | $1,522-38.5% | $2,289-59.1% | $2,631-64.4% |
| Participant deferral / active EE | $1,482 | $3,099-52.2% | $4,084-63.7% | $4,212-64.8% |
| Admin fee / account holder | $153 | $6,514-97.7% | $8,777-98.3% | $7,344-97.9% |