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 | $20,152 | $91,190-77.9% | $178,490-88.7% | $79,858-74.8% |
| Participation rate | 58.6% | 69.2%-10.6pp | 81.9%-23.3pp | 69.6%-11.0pp |
| Annual return | 16.22% | 24.19%-8.0pp | 151.07%-134.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $880 | $3,256-73.0% | $5,011-82.4% | $2,471-64.4% |
| Participant deferral / active EE | $1,470 | $3,236-54.6% | $5,202-71.7% | $3,740-60.7% |
| Admin fee / account holder | $110 | $6,751-98.4% | $13,984-99.2% | $5,306-97.9% |