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 | $29,881 | $37,426-20.2% | $77,482-61.4% | $79,858-62.6% |
| Participation rate | 16.1% | 41.5%-25.4pp | 54.2%-38.1pp | 69.6%-53.5pp |
| Annual return | 20.11% | 39.70%-19.6pp | 54.79%-34.7pp | 31.71%-11.6pp |
| Employer contribution / active EE | $240 | $637-62.3% | $986-75.7% | $2,471-90.3% |
| Participant deferral / active EE | $1,128 | $1,260-10.4% | $1,861-39.4% | $3,740-69.8% |
| Admin fee / account holder | $255 | $2,504-89.8% | $2,858-91.1% | $5,306-95.2% |