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 | $13,395 | $49,227-72.8% | $70,449-81.0% | $79,858-83.2% |
| Participation rate | 50.0% | 69.2%-19.2pp | 75.1%-25.1pp | 69.6%-19.6pp |
| Annual return | 24.64% | 30.06%-5.4pp | 109.03%-84.4pp | 31.71%-7.1pp |
| Employer contribution / active EE | $937 | $2,099-55.4% | $2,737-65.8% | $2,471-62.1% |
| Participant deferral / active EE | $1,640 | $2,768-40.8% | $3,709-55.8% | $3,740-56.2% |
| Admin fee / account holder | $41 | $2,878-98.6% | $3,845-98.9% | $5,306-99.2% |