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 5-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 | $26,661 | $25,014+6.6% | $69,647-61.7% | $80,856-67.0% |
| Participation rate | 23.3% | 64.2%-40.9pp | 66.5%-43.1pp | 67.6%-44.3pp |
| Annual return | 64.48% | 19.07%+45.4pp | 100.48%-36.0pp | 35.59%+28.9pp |
| Employer contribution / active EE | $799 | $993-19.5% | $1,712-53.3% | $2,755-71.0% |
| Participant deferral / active EE | $2,391 | $1,839+30.0% | $2,886-17.2% | $4,296-44.3% |
| Admin fee / account holder | $18 | $2,488-99.3% | $4,713-99.6% | $6,918-99.7% |