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 | $16,004 | $35,183-54.5% | $73,545-78.2% | $70,131-77.2% |
| Participation rate | 48.4% | 42.9%+5.5pp | 54.9%-6.5pp | 69.5%-21.2pp |
| Annual return | 17.83% | 26.90%-9.1pp | -15.16%+33.0pp | 73.14%-55.3pp |
| Employer contribution / active EE | $596 | $709-16.0% | $1,219-51.1% | $2,342-74.6% |
| Participant deferral / active EE | $1,103 | $1,220-9.6% | $1,806-38.9% | $3,332-66.9% |
| Admin fee / account holder | $54 | $2,302-97.7% | $2,320-97.7% | $4,645-98.8% |