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 | $18,899 | $52,379-63.9% | $46,225-59.1% | $273,961-93.1% |
| Participation rate | 44.4% | 84.0%-39.5pp | 79.5%-35.1pp | 83.0%-38.6pp |
| Annual return | 9.71% | 7.23%+2.5pp | 7.57%+2.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,167 | $4,226-72.4% | $3,424-65.9% | $4,869-76.0% |
| Participant deferral / active EE | $3,066 | $4,660-34.2% | $3,776-18.8% | $5,287-42.0% |
| Admin fee / account holder | $271 | $4,652-94.2% | $3,519-92.3% | $10,132-97.3% |