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 8-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 | $15,299 | $108,172-85.9% | $77,482-80.3% | $158,922-90.4% |
| Participation rate | 45.5% | 64.4%-19.0pp | 54.2%-8.7pp | 82.0%-36.5pp |
| Annual return | 20.36% | 31.67%-11.3pp | 54.79%-34.4pp | 302.83%-282.5pp |
| Employer contribution / active EE | $569 | $1,325-57.0% | $986-42.3% | $4,761-88.0% |
| Participant deferral / active EE | $2,071 | $2,456-15.7% | $1,861+11.3% | $5,982-65.4% |
| Admin fee / account holder | $49 | $3,708-98.7% | $2,858-98.3% | $11,246-99.6% |