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 | $33,126 | $136,307-75.7% | $106,619-68.9% | $273,961-87.9% |
| Participation rate | 42.9% | 84.8%-41.9pp | 78.0%-35.1pp | 83.0%-40.2pp |
| Annual return | 7.54% | 11.05%-3.5pp | 9.42%-1.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $868 | $5,190-83.3% | $3,947-78.0% | $4,869-82.2% |
| Participant deferral / active EE | $5,143 | $4,969+3.5% | $3,930+30.9% | $5,287-2.7% |
| Admin fee / account holder | $3 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |