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 | $32,916 | $64,348-48.8% | $90,160-63.5% | $70,131-53.1% |
| Participation rate | 34.2% | 70.4%-36.2pp | 76.9%-42.7pp | 69.5%-35.3pp |
| Annual return | 35.44% | 28.13%+7.3pp | 34.88%+0.6pp | 73.14%-37.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,310 | $4,389+21.0% | $5,288+0.4% | $3,332+59.4% |
| Admin fee / account holder | $0 | $3,944-100.0% | $5,943-100.0% | $4,645-100.0% |