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 3-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 | $57,724 | $95,266-39.4% | $82,389-29.9% | $142,382-59.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 29.42% | 25.74%+3.7pp | 28.67%+0.8pp | 217.08%-187.7pp |
| Employer contribution / active EE | $808 | $2,991-73.0% | $2,517-67.9% | $4,299-81.2% |
| Participant deferral / active EE | $8,287 | $4,809+72.3% | $4,155+99.5% | $6,507+27.4% |
| Admin fee / account holder | $32 | $8,563-99.6% | $7,231-99.6% | $12,624-99.7% |