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 | $14,777 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 38.1% | 69.2%-31.1pp | 81.9%-43.8pp | 69.6%-31.5pp |
| Annual return | 26.98% | 24.19%+2.8pp | 151.07%-124.1pp | 31.71%-4.7pp |
| Employer contribution / active EE | $829 | $3,256-74.5% | $5,011-83.5% | $2,471-66.5% |
| Participant deferral / active EE | $1,737 | $3,236-46.3% | $5,202-66.6% | $3,740-53.6% |
| Admin fee / account holder | $262 | $6,751-96.1% | $13,984-98.1% | $5,306-95.1% |