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 7-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 | $21,061 | $63,861-67.0% | $104,607-79.9% | $79,858-73.6% |
| Participation rate | 41.8% | 64.9%-23.1pp | 74.1%-32.2pp | 69.6%-27.8pp |
| Annual return | 29.52% | 21.30%+8.2pp | 340.46%-310.9pp | 31.71%-2.2pp |
| Employer contribution / active EE | $804 | $1,588-49.4% | $2,681-70.0% | $2,471-67.5% |
| Participant deferral / active EE | $1,234 | $2,693-54.2% | $3,740-67.0% | $3,740-67.0% |
| Admin fee / account holder | $176 | $4,185-95.8% | $6,473-97.3% | $5,306-96.7% |