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 8-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 | $15,282 | $52,279-70.8% | $89,391-82.9% | $79,858-80.9% |
| Participation rate | 66.7% | 57.5%+9.1pp | 68.0%-1.3pp | 69.6%-3.0pp |
| Annual return | 29.20% | 22.16%+7.0pp | 245.62%-216.4pp | 31.71%-2.5pp |
| Employer contribution / active EE | $1,267 | $1,572-19.4% | $2,586-51.0% | $2,471-48.7% |
| Participant deferral / active EE | $2,988 | $2,740+9.0% | $3,890-23.2% | $3,740-20.1% |
| Admin fee / account holder | $195 | $3,356-94.2% | $4,881-96.0% | $5,306-96.3% |