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 9-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 | $37,665 | $95,803-60.7% | $113,168-66.7% | $84,808-55.6% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 12.62% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,494 | $2,360-36.7% | $2,975-49.8% | $2,631-43.2% |
| Participant deferral / active EE | $2,411 | $4,242-43.2% | $5,107-52.8% | $4,212-42.7% |
| Admin fee / account holder | $159 | $8,989-98.2% | $12,068-98.7% | $7,344-97.8% |