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 | $50,469 | $63,346-20.3% | $92,233-45.3% | $70,131-28.0% |
| Participation rate | 61.9% | 68.7%-6.8pp | 76.5%-14.6pp | 69.5%-7.6pp |
| Annual return | 14.30% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $864 | $2,471-65.0% | $3,679-76.5% | $2,342-63.1% |
| Participant deferral / active EE | $3,062 | $2,854+7.3% | $3,897-21.4% | $3,332-8.1% |
| Admin fee / account holder | $292 | $3,840-92.4% | $5,194-94.4% | $4,645-93.7% |