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 | $19,135 | $91,190-79.0% | $178,490-89.3% | $79,858-76.0% |
| Participation rate | 40.7% | 69.2%-28.5pp | 81.9%-41.2pp | 69.6%-28.9pp |
| Annual return | 15.23% | 24.19%-9.0pp | 151.07%-135.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $553 | $3,256-83.0% | $5,011-89.0% | $2,471-77.6% |
| Participant deferral / active EE | $1,211 | $3,236-62.6% | $5,202-76.7% | $3,740-67.6% |
| Admin fee / account holder | $145 | $6,751-97.9% | $13,984-99.0% | $5,306-97.3% |