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 | $22,404 | $37,426-40.1% | $77,482-71.1% | $79,858-71.9% |
| Participation rate | 20.7% | 41.5%-20.8pp | 54.2%-33.5pp | 69.6%-48.9pp |
| Annual return | 25.72% | 39.70%-14.0pp | 54.79%-29.1pp | 31.71%-6.0pp |
| Employer contribution / active EE | $337 | $637-47.1% | $986-65.9% | $2,471-86.4% |
| Participant deferral / active EE | $932 | $1,260-26.0% | $1,861-49.9% | $3,740-75.1% |
| Admin fee / account holder | $128 | $2,504-94.9% | $2,858-95.5% | $5,306-97.6% |