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 | $30,032 | $77,899-61.4% | $149,673-79.9% | $75,163-60.0% |
| Participation rate | 43.6% | 65.6%-21.9pp | 78.8%-35.1pp | 67.2%-23.6pp |
| Annual return | 17.08% | 31.72%-14.6pp | 134.42%-117.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $789 | $3,137-74.8% | $4,818-83.6% | $2,670-70.4% |
| Participant deferral / active EE | $1,616 | $3,411-52.6% | $5,680-71.6% | $4,125-60.8% |
| Admin fee / account holder | $217 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |