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 | $36,084 | $54,762-34.1% | $90,281-60.0% | $72,985-50.6% |
| Participation rate | 58.7% | 65.1%-6.5pp | 73.3%-14.6pp | 69.5%-10.8pp |
| Annual return | 16.69% | 30.63%-13.9pp | 78.10%-61.4pp | 81.00%-64.3pp |
| Employer contribution / active EE | $511 | $2,092-75.6% | $2,854-82.1% | $2,440-79.1% |
| Participant deferral / active EE | $2,313 | $2,887-19.9% | $3,885-40.5% | $3,607-35.9% |
| Admin fee / account holder | $65 | $3,972-98.4% | $5,351-98.8% | $5,124-98.7% |