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 | $19,067 | $37,426-49.1% | $77,482-75.4% | $79,858-76.1% |
| Participation rate | 62.1% | 41.5%+20.6pp | 54.2%+7.9pp | 69.6%-7.6pp |
| Annual return | 16.89% | 39.70%-22.8pp | 54.79%-37.9pp | 31.71%-14.8pp |
| Employer contribution / active EE | $568 | $637-10.7% | $986-42.4% | $2,471-77.0% |
| Participant deferral / active EE | $2,206 | $1,260+75.1% | $1,861+18.5% | $3,740-41.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |