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 | $17,910 | $29,660-39.6% | $56,411-68.3% | $80,856-77.9% |
| Participation rate | 21.4% | 41.6%-20.2pp | 52.5%-31.0pp | 67.6%-46.2pp |
| Annual return | 13.42% | 35.23%-21.8pp | 1701.33%-1687.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $410 | $669-38.7% | $1,039-60.5% | $2,755-85.1% |
| Participant deferral / active EE | $1,226 | $1,2260% | $1,952-37.2% | $4,296-71.5% |
| Admin fee / account holder | $65 | $2,428-97.3% | $2,829-97.7% | $6,918-99.1% |