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 | $27,951 | $34,308-18.5% | $74,701-62.6% | $72,985-61.7% |
| Participation rate | 24.1% | 42.4%-18.3pp | 54.5%-30.3pp | 69.5%-45.3pp |
| Annual return | 24.39% | 26.58%-2.2pp | 752.92%-728.5pp | 81.00%-56.6pp |
| Employer contribution / active EE | $481 | $692-30.5% | $1,084-55.6% | $2,440-80.3% |
| Participant deferral / active EE | $3,241 | $1,271+155.0% | $1,964+65.1% | $3,607-10.1% |
| Admin fee / account holder | $31 | $2,124-98.5% | $3,333-99.1% | $5,124-99.4% |