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 | $52,629 | $72,277-27.2% | $101,248-48.0% | $79,858-34.1% |
| Participation rate | 37.0% | 68.5%-31.5pp | 75.8%-38.9pp | 69.6%-32.7pp |
| Annual return | 21.93% | 22.30%-0.4pp | 46.47%-24.5pp | 31.71%-9.8pp |
| Employer contribution / active EE | $698 | $2,692-74.1% | $3,660-80.9% | $2,471-71.8% |
| Participant deferral / active EE | $1,905 | $3,282-41.9% | $4,370-56.4% | $3,740-49.1% |
| Admin fee / account holder | $13 | $4,400-99.7% | $5,945-99.8% | $5,306-99.8% |