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 | $24,822 | $46,869-47.0% | $122,332-79.7% | $70,131-64.6% |
| Participation rate | 38.1% | 58.2%-20.1pp | 71.6%-33.5pp | 69.5%-31.4pp |
| Annual return | 18.60% | 24.22%-5.6pp | 30.27%-11.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $275 | $1,288-78.7% | $4,050-93.2% | $2,342-88.3% |
| Participant deferral / active EE | $968 | $2,166-55.3% | $3,287-70.6% | $3,332-71.0% |
| Admin fee / account holder | $200 | $3,322-94.0% | $5,478-96.4% | $4,645-95.7% |