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 | $22,667 | $29,660-23.6% | $56,411-59.8% | $80,856-72.0% |
| Participation rate | 18.8% | 41.6%-22.9pp | 52.5%-33.7pp | 67.6%-48.9pp |
| Annual return | 16.52% | 35.23%-18.7pp | 1701.33%-1684.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $283 | $669-57.8% | $1,039-72.8% | $2,755-89.7% |
| Participant deferral / active EE | $1,078 | $1,226-12.1% | $1,952-44.8% | $4,296-74.9% |
| Admin fee / account holder | $189 | $2,428-92.2% | $2,829-93.3% | $6,918-97.3% |