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 | $55,696 | $72,012-22.7% | $185,823-70.0% | $79,858-30.3% |
| Participation rate | 36.1% | 65.8%-29.7pp | 78.0%-42.0pp | 69.6%-33.6pp |
| Annual return | 27.09% | 23.12%+4.0pp | 35.95%-8.9pp | 31.71%-4.6pp |
| Employer contribution / active EE | $494 | $1,965-74.9% | $4,087-87.9% | $2,471-80.0% |
| Participant deferral / active EE | $1,511 | $3,779-60.0% | $5,632-73.2% | $3,740-59.6% |
| Admin fee / account holder | $82 | $4,513-98.2% | $9,500-99.1% | $5,306-98.5% |