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 | $37,274 | $117,983-68.4% | $101,794-63.4% | $142,382-73.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 13.39% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $532 | $2,773-80.8% | $2,289-76.7% | $4,299-87.6% |
| Participant deferral / active EE | $1,597 | $4,714-66.1% | $4,084-60.9% | $6,507-75.5% |
| Admin fee / account holder | $162 | $10,433-98.4% | $8,777-98.2% | $12,624-98.7% |