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 | $8,549 | $39,019-78.1% | $80,716-89.4% | $85,850-90.0% |
| Participation rate | 53.1% | 41.5%+11.6pp | 54.2%-1.0pp | 69.3%-16.2pp |
| Annual return | 20.05% | 26.27%-6.2pp | 87.28%-67.2pp | 318.53%-298.5pp |
| Employer contribution / active EE | $709 | $722-1.8% | $1,160-38.9% | $2,565-72.4% |
| Participant deferral / active EE | $1,895 | $1,326+43.0% | $2,146-11.7% | $3,952-52.0% |
| Admin fee / account holder | $169 | $2,431-93.0% | $3,380-95.0% | $6,260-97.3% |