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 6-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 | $15,804 | $77,899-79.7% | $149,673-89.4% | $75,163-79.0% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 25.13% | 31.72%-6.6pp | 134.42%-109.3pp | 160.62%-135.5pp |
| Employer contribution / active EE | $451 | $3,137-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $946 | $3,411-72.3% | $5,680-83.3% | $4,125-77.1% |
| Admin fee / account holder | $25 | $5,956-99.6% | $13,210-99.8% | $5,651-99.6% |