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 | $73,013 | $91,019-19.8% | $392,568-81.4% | $72,9850% |
| Participation rate | 57.5% | 74.4%-16.8pp | 78.1%-20.5pp | 69.5%-12.0pp |
| Annual return | 27.04% | 20.00%+7.0pp | 24.42%+2.6pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,242 | $2,751-54.9% | $3,783-67.2% | $2,440-49.1% |
| Participant deferral / active EE | $2,963 | $4,570-35.2% | $5,985-50.5% | $3,607-17.9% |
| Admin fee / account holder | $226 | $4,895-95.4% | $6,260-96.4% | $5,124-95.6% |