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 | $41,175 | $46,553-11.6% | $64,056-35.7% | $75,163-45.2% |
| Participation rate | 33.3% | 65.9%-32.6pp | 72.3%-39.0pp | 67.2%-33.9pp |
| Annual return | 13.24% | 26.03%-12.8pp | 33.69%-20.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $709 | $1,974-64.1% | $2,747-74.2% | $2,670-73.4% |
| Participant deferral / active EE | $1,397 | $2,837-50.7% | $3,880-64.0% | $4,125-66.1% |
| Admin fee / account holder | $2 | $2,952-99.9% | $3,068-99.9% | $5,651-100.0% |