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 | $20,567 | $72,277-71.5% | $101,248-79.7% | $79,858-74.2% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 31.23% | 22.30%+8.9pp | 46.47%-15.2pp | 31.71%-0.5pp |
| Employer contribution / active EE | $1,791 | $2,692-33.5% | $3,660-51.1% | $2,471-27.5% |
| Participant deferral / active EE | $2,552 | $3,282-22.2% | $4,370-41.6% | $3,740-31.8% |
| Admin fee / account holder | $20 | $4,400-99.5% | $5,945-99.7% | $5,306-99.6% |