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 | $51,116 | $72,277-29.3% | $101,248-49.5% | $79,858-36.0% |
| Participation rate | 41.8% | 68.5%-26.6pp | 75.8%-34.0pp | 69.6%-27.8pp |
| Annual return | 16.68% | 22.30%-5.6pp | 46.47%-29.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $976 | $2,692-63.7% | $3,660-73.3% | $2,471-60.5% |
| Participant deferral / active EE | $2,919 | $3,282-11.1% | $4,370-33.2% | $3,740-22.0% |
| Admin fee / account holder | $275 | $4,400-93.8% | $5,945-95.4% | $5,306-94.8% |