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 | $12,522 | $39,019-67.9% | $80,716-84.5% | $85,850-85.4% |
| Participation rate | 14.3% | 41.5%-27.3pp | 54.2%-39.9pp | 69.3%-55.0pp |
| Annual return | 14.29% | 26.27%-12.0pp | 87.28%-73.0pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $400 | $1,326-69.9% | $2,146-81.4% | $3,952-89.9% |
| Admin fee / account holder | $192 | $2,431-92.1% | $3,380-94.3% | $6,260-96.9% |