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 4-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 | $14,016 | $46,553-69.9% | $64,056-78.1% | $75,163-81.4% |
| Participation rate | 36.1% | 65.9%-29.8pp | 72.3%-36.2pp | 67.2%-31.1pp |
| Annual return | 28.72% | 26.03%+2.7pp | 33.69%-5.0pp | 160.62%-131.9pp |
| Employer contribution / active EE | $614 | $1,974-68.9% | $2,747-77.7% | $2,670-77.0% |
| Participant deferral / active EE | $2,062 | $2,837-27.3% | $3,880-46.9% | $4,125-50.0% |
| Admin fee / account holder | $21 | $2,952-99.3% | $3,068-99.3% | $5,651-99.6% |