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 9-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 | $35,718 | $80,673-55.7% | $101,326-64.7% | $84,808-57.9% |
| Participation rate | 63.4% | 77.8%-14.4pp | 81.5%-18.1pp | 68.3%-4.9pp |
| Annual return | 19.24% | 38.95%-19.7pp | 36.82%-17.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,373 | $2,698-12.0% | $3,665-35.3% | $2,631-9.8% |
| Participant deferral / active EE | $4,479 | $6,840-34.5% | $7,994-44.0% | $4,212+6.3% |
| Admin fee / account holder | $179 | $12,784-98.6% | $11,185-98.4% | $7,344-97.6% |