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 | $45,995 | $37,426+22.9% | $77,482-40.6% | $79,858-42.4% |
| Participation rate | 22.2% | 41.5%-19.3pp | 54.2%-32.0pp | 69.6%-47.4pp |
| Annual return | 15.76% | 39.70%-23.9pp | 54.79%-39.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $475 | $637-25.4% | $986-51.9% | $2,471-80.8% |
| Participant deferral / active EE | $3,567 | $1,260+183.1% | $1,861+91.6% | $3,740-4.6% |
| Admin fee / account holder | $16 | $2,504-99.4% | $2,858-99.5% | $5,306-99.7% |