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 10-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 | $33,863 | $32,037+5.7% | $69,182-51.1% | $62,891-46.2% |
| Participation rate | 15.1% | 43.4%-28.3pp | 55.1%-40.0pp | 69.3%-54.2pp |
| Annual return | 8.83% | 15.16%-6.3pp | -21.93%+30.8pp | 20.14%-11.3pp |
| Employer contribution / active EE | $281 | $679-58.6% | $1,206-76.7% | $2,281-87.7% |
| Participant deferral / active EE | $346 | $1,185-70.8% | $1,897-81.8% | $3,203-89.2% |
| Admin fee / account holder | $5 | $2,608-99.8% | $2,697-99.8% | $4,296-99.9% |