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 | $24,968 | $49,922-50.0% | $80,569-69.0% | $75,163-66.8% |
| Participation rate | 52.0% | 55.3%-3.3pp | 67.0%-15.0pp | 67.2%-15.2pp |
| Annual return | 19.62% | 34.69%-15.1pp | 935.43%-915.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $836 | $1,698-50.8% | $2,723-69.3% | $2,670-68.7% |
| Participant deferral / active EE | $1,964 | $2,990-34.3% | $4,447-55.8% | $4,125-52.4% |
| Admin fee / account holder | $10 | $3,577-99.7% | $5,377-99.8% | $5,651-99.8% |