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 | $11,985 | $39,019-69.3% | $80,716-85.2% | $85,850-86.0% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.3%-37.0pp |
| Annual return | 12.15% | 26.27%-14.1pp | 87.28%-75.1pp | 318.53%-306.4pp |
| Employer contribution / active EE | $479 | $722-33.6% | $1,160-58.7% | $2,565-81.3% |
| Participant deferral / active EE | $1,531 | $1,326+15.5% | $2,146-28.7% | $3,952-61.3% |
| Admin fee / account holder | $75 | $2,431-96.9% | $3,380-97.8% | $6,260-98.8% |