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 | $33,623 | $99,985-66.4% | $146,665-77.1% | $85,850-60.8% |
| Participation rate | 48.7% | 73.1%-24.3pp | 80.1%-31.4pp | 69.3%-20.6pp |
| Annual return | 18.59% | 18.93%-0.3pp | 22.74%-4.2pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,230 | $2,559-51.9% | $4,136-70.3% | $2,565-52.0% |
| Participant deferral / active EE | $2,727 | $4,006-31.9% | $5,506-50.5% | $3,952-31.0% |
| Admin fee / account holder | $196 | $7,702-97.5% | $10,280-98.1% | $6,260-96.9% |