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 5-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 | $24,119 | $29,660-18.7% | $56,411-57.2% | $80,856-70.2% |
| Participation rate | 32.6% | 41.6%-9.1pp | 52.5%-19.9pp | 67.6%-35.1pp |
| Annual return | 13.48% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $547 | $669-18.3% | $1,039-47.3% | $2,755-80.1% |
| Participant deferral / active EE | $1,257 | $1,226+2.5% | $1,952-35.6% | $4,296-70.7% |
| Admin fee / account holder | $148 | $2,428-93.9% | $2,829-94.8% | $6,918-97.9% |