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 | $15,964 | $46,553-65.7% | $64,056-75.1% | $75,163-78.8% |
| Participation rate | 34.4% | 65.9%-31.6pp | 72.3%-37.9pp | 67.2%-32.8pp |
| Annual return | 24.61% | 26.03%-1.4pp | 33.69%-9.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $792 | $1,974-59.9% | $2,747-71.2% | $2,670-70.3% |
| Participant deferral / active EE | $1,022 | $2,837-64.0% | $3,880-73.7% | $4,125-75.2% |
| Admin fee / account holder | $33 | $2,952-98.9% | $3,068-98.9% | $5,651-99.4% |