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 | $9,131 | $27,915-67.3% | $58,482-84.4% | $75,163-87.9% |
| Participation rate | 15.3% | 38.8%-23.6pp | 50.9%-35.6pp | 67.2%-51.9pp |
| Annual return | 24.11% | 44.20%-20.1pp | 4239.32%-4215.2pp | 160.62%-136.5pp |
| Employer contribution / active EE | $253 | $669-62.2% | $1,053-76.0% | $2,670-90.5% |
| Participant deferral / active EE | $431 | $1,201-64.2% | $1,924-77.6% | $4,125-89.6% |
| Admin fee / account holder | $108 | $1,726-93.7% | $2,516-95.7% | $5,651-98.1% |