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 8-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 | $11,477 | $117,983-90.3% | $101,794-88.7% | $142,382-91.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 18.60% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,122 | $2,773-59.5% | $2,289-51.0% | $4,299-73.9% |
| Participant deferral / active EE | $3,904 | $4,714-17.2% | $4,084-4.4% | $6,507-40.0% |
| Admin fee / account holder | $127 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |