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 | $57,784 | $71,050-18.7% | $93,606-38.3% | $80,856-28.5% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 10.31% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $783 | $1,564-49.9% | $2,420-67.6% | $2,755-71.6% |
| Participant deferral / active EE | $2,834 | $4,034-29.7% | $4,411-35.8% | $4,296-34.0% |
| Admin fee / account holder | $5 | $6,945-99.9% | $8,285-99.9% | $6,918-99.9% |