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 | $13,441 | $32,037-58.0% | $69,182-80.6% | $62,891-78.6% |
| Participation rate | 39.0% | 43.4%-4.4pp | 55.1%-16.1pp | 69.3%-30.3pp |
| Annual return | 7.33% | 15.16%-7.8pp | -21.93%+29.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $587 | $679-13.6% | $1,206-51.4% | $2,281-74.3% |
| Participant deferral / active EE | $1,355 | $1,185+14.3% | $1,897-28.5% | $3,203-57.7% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |