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 10-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 | $13,808 | $35,183-60.8% | $73,545-81.2% | $70,131-80.3% |
| Participation rate | 22.6% | 42.9%-20.4pp | 54.9%-32.4pp | 69.5%-47.0pp |
| Annual return | 22.12% | 26.90%-4.8pp | -15.16%+37.3pp | 73.14%-51.0pp |
| Employer contribution / active EE | $413 | $709-41.7% | $1,219-66.1% | $2,342-82.4% |
| Participant deferral / active EE | $639 | $1,220-47.6% | $1,806-64.6% | $3,332-80.8% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |