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 9-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 | $19,871 | $37,426-46.9% | $77,482-74.4% | $79,858-75.1% |
| Participation rate | 67.9% | 41.5%+26.3pp | 54.2%+13.7pp | 69.6%-1.8pp |
| Annual return | 20.52% | 39.70%-19.2pp | 54.79%-34.3pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,048 | $637+64.7% | $986+6.3% | $2,471-57.6% |
| Participant deferral / active EE | $2,832 | $1,260+124.7% | $1,861+52.1% | $3,740-24.3% |
| Admin fee / account holder | $189 | $2,504-92.5% | $2,858-93.4% | $5,306-96.4% |