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 | $16,668 | $84,233-80.2% | $170,442-90.2% | $70,131-76.2% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 20.00% | 23.06%-3.1pp | 205.93%-185.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $776 | $3,387-77.1% | $5,433-85.7% | $2,342-66.9% |
| Participant deferral / active EE | $1,229 | $3,086-60.2% | $4,939-75.1% | $3,332-63.1% |
| Admin fee / account holder | $11 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |