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 | $17,430 | $24,730-29.5% | $66,042-73.6% | $84,808-79.4% |
| Participation rate | 60.3% | 68.1%-7.7pp | 67.5%-7.2pp | 68.3%-8.0pp |
| Annual return | 16.66% | 79.55%-62.9pp | 52.11%-35.5pp | 40.90%-24.2pp |
| Employer contribution / active EE | $259 | $857-69.8% | $1,579-83.6% | $2,631-90.2% |
| Participant deferral / active EE | $753 | $1,737-56.7% | $2,835-73.5% | $4,212-82.1% |
| Admin fee / account holder | $16 | $3,014-99.5% | $5,747-99.7% | $7,344-99.8% |