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 | $29,964 | $39,019-23.2% | $80,716-62.9% | $85,850-65.1% |
| Participation rate | 11.8% | 41.5%-29.8pp | 54.2%-42.4pp | 69.3%-57.6pp |
| Annual return | 20.79% | 26.27%-5.5pp | 87.28%-66.5pp | 318.53%-297.7pp |
| Employer contribution / active EE | $391 | $722-45.9% | $1,160-66.3% | $2,565-84.8% |
| Participant deferral / active EE | $1,297 | $1,326-2.2% | $2,146-39.6% | $3,952-67.2% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |