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 3-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 | $14,118 | $80,717-82.5% | $154,803-90.9% | $84,808-83.4% |
| Participation rate | 23.3% | 66.8%-43.6pp | 78.1%-54.8pp | 68.3%-45.1pp |
| Annual return | 67.94% | 37.96%+30.0pp | 58.88%+9.1pp | 40.90%+27.0pp |
| Employer contribution / active EE | $423 | $2,761-84.7% | $4,305-90.2% | $2,631-83.9% |
| Participant deferral / active EE | $1,610 | $3,303-51.3% | $5,540-70.9% | $4,212-61.8% |
| Admin fee / account holder | $268 | $6,746-96.0% | $14,329-98.1% | $7,344-96.4% |