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 | $38,193 | $46,869-18.5% | $122,332-68.8% | $70,131-45.5% |
| Participation rate | 45.2% | 58.2%-13.0pp | 71.6%-26.4pp | 69.5%-24.3pp |
| Annual return | 26.03% | 24.22%+1.8pp | 30.27%-4.2pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,147 | $1,288-10.9% | $4,050-71.7% | $2,342-51.0% |
| Participant deferral / active EE | $2,108 | $2,166-2.7% | $3,287-35.9% | $3,332-36.7% |
| Admin fee / account holder | $65 | $3,322-98.0% | $5,478-98.8% | $4,645-98.6% |