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 | $40,312 | $54,762-26.4% | $90,281-55.3% | $72,985-44.8% |
| Participation rate | 56.3% | 65.1%-8.9pp | 73.3%-17.0pp | 69.5%-13.2pp |
| Annual return | 27.53% | 30.63%-3.1pp | 78.10%-50.6pp | 81.00%-53.5pp |
| Employer contribution / active EE | $374 | $2,092-82.1% | $2,854-86.9% | $2,440-84.7% |
| Participant deferral / active EE | $2,603 | $2,887-9.8% | $3,885-33.0% | $3,607-27.8% |
| Admin fee / account holder | $10 | $3,972-99.7% | $5,351-99.8% | $5,124-99.8% |