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 7-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 | $15,073 | $60,022-74.9% | $88,946-83.1% | $84,808-82.2% |
| Participation rate | 62.1% | 57.8%+4.2pp | 68.8%-6.8pp | 68.3%-6.2pp |
| Annual return | 15.00% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $922 | $1,703-45.9% | $2,555-63.9% | $2,631-65.0% |
| Participant deferral / active EE | $967 | $3,114-68.9% | $4,581-78.9% | $4,212-77.0% |
| Admin fee / account holder | $39 | $4,811-99.2% | $8,261-99.5% | $7,344-99.5% |