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 | $11,188 | $37,426-70.1% | $77,482-85.6% | $79,858-86.0% |
| Participation rate | 63.4% | 41.5%+21.9pp | 54.2%+9.2pp | 69.6%-6.2pp |
| Annual return | 18.77% | 39.70%-20.9pp | 54.79%-36.0pp | 31.71%-12.9pp |
| Employer contribution / active EE | $637 | $6370% | $986-35.5% | $2,471-74.2% |
| Participant deferral / active EE | $1,478 | $1,260+17.3% | $1,861-20.6% | $3,740-60.5% |
| Admin fee / account holder | $27 | $2,504-98.9% | $2,858-99.1% | $5,306-99.5% |