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 6-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 | $37,942 | $49,915-24.0% | $154,803-75.5% | $74,304-48.9% |
| Participation rate | 14.3% | 54.0%-39.7pp | 78.1%-63.8pp | 60.3%-46.1pp |
| Annual return | 18.64% | 34.06%-15.4pp | 58.88%-40.2pp | 29.43%-10.8pp |
| Employer contribution / active EE | $297 | $1,611-81.6% | $4,305-93.1% | $2,241-86.7% |
| Participant deferral / active EE | $631 | $2,255-72.0% | $5,540-88.6% | $3,767-83.3% |
| Admin fee / account holder | $283 | $2,189-87.1% | $14,329-98.0% | $2,969-90.5% |