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 3-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 | $2,986 | $31,310-90.5% | $53,898-94.5% | $74,304-96.0% |
| Participation rate | 49.6% | 30.7%+18.9pp | 55.0%-5.4pp | 60.3%-10.8pp |
| Annual return | 20.53% | 23.16%-2.6pp | 528.60%-508.1pp | 29.43%-8.9pp |
| Employer contribution / active EE | $204 | $450-54.6% | $932-78.1% | $2,241-90.9% |
| Participant deferral / active EE | $380 | $934-59.3% | $1,826-79.2% | $3,767-89.9% |
| Admin fee / account holder | $290 | $2,175-86.7% | $2,491-88.3% | $2,969-90.2% |