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 | $48,053 | $124,281-61.3% | $109,143-56.0% | $167,490-71.3% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 24.86% | 26.04%-1.2pp | 25.75%-0.9pp | 478.56%-453.7pp |
| Employer contribution / active EE | $989 | $4,207-76.5% | $3,722-73.4% | $4,837-79.6% |
| Participant deferral / active EE | $2,340 | $5,255-55.5% | $4,653-49.7% | $6,341-63.1% |
| Admin fee / account holder | $10 | $7,970-99.9% | $6,752-99.9% | $12,309-99.9% |