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 | $13,337 | $37,426-64.4% | $77,482-82.8% | $79,858-83.3% |
| Participation rate | 48.6% | 41.5%+7.1pp | 54.2%-5.5pp | 69.6%-21.0pp |
| Annual return | 12.18% | 39.70%-27.5pp | 54.79%-42.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $394 | $637-38.1% | $986-60.1% | $2,471-84.1% |
| Participant deferral / active EE | $479 | $1,260-62.0% | $1,861-74.2% | $3,740-87.2% |
| Admin fee / account holder | $81 | $2,504-96.8% | $2,858-97.2% | $5,306-98.5% |