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 | $20,267 | $103,949-80.5% | $69,182-70.7% | $273,961-92.6% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | 8.33% | 35.28%-26.9pp | -21.93%+30.3pp | 41.45%-33.1pp |
| Employer contribution / active EE | $614 | $1,783-65.6% | $1,206-49.1% | $4,869-87.4% |
| Participant deferral / active EE | $1,970 | $2,716-27.5% | $1,897+3.9% | $5,287-62.7% |
| Admin fee / account holder | $8 | $3,671-99.8% | $2,697-99.7% | $10,132-99.9% |