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 | $26,567 | $45,073-41.1% | $69,455-61.7% | $72,985-63.6% |
| Participation rate | 68.0% | 68.5%-0.5pp | 74.6%-6.6pp | 69.5%-1.5pp |
| Annual return | 27.37% | 22.65%+4.7pp | 28.97%-1.6pp | 81.00%-53.6pp |
| Employer contribution / active EE | $570 | $2,054-72.3% | $2,779-79.5% | $2,440-76.7% |
| Participant deferral / active EE | $1,784 | $2,602-31.4% | $3,535-49.5% | $3,607-50.6% |
| Admin fee / account holder | $2 | $3,056-99.9% | $3,839-100.0% | $5,124-100.0% |